Forthright Family Wealth Advisory LLC American Centy ETF Tr Avantis Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 84,482 shares of AVLV stock, worth $5.78 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
84,482
Previous 5,430
1455.84%
Holding current value
$5.78 Million
Previous $341 Million
1644.25%
% of portfolio
3.82%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
344Shares Held
64.8MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$527 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$135 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$131 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$129 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$121 Million0.1% of portfolio