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 $5.65 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
84,482
Previous 5,430
1455.84%
Holding current value
$5.65 Million
Previous $341 Million
1644.25%
% of portfolio
3.82%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio