Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $762 Billion
- Q1 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,022 shares of AVLV stock, worth $315,381. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,022Holding current value
$315,381% of portfolio
0.04%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
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Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
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Pure Financial Advisors, LLC1.74MShares$109 Million3.52% of portfolio
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Alesco Advisors LLC Pittsford, NY1.36MShares$85.1 Million2.86% of portfolio
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Northwestern Mutual Wealth Management CO1.35MShares$84.5 Million0.09% of portfolio