Executive Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Executive Wealth Management, LLC
- $1.09 Billion
- Q1 2024
A detailed history of Executive Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Executive Wealth Management, LLC holds 134,546 shares of AVLV stock, worth $8.46 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
134,546Holding current value
$8.46 Million% of portfolio
0.8%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$123 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
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Alesco Advisors LLC Pittsford, NY1.36MShares$85.3 Million2.86% of portfolio
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Northwestern Mutual Wealth Management CO1.35MShares$84.7 Million0.09% of portfolio