Ifp Advisors, Inc American Centy ETF Tr Avantis Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ifp Advisors, Inc holds 386 shares of AVLV stock, worth $26,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares

386

Holding current value

$26,908

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$60.74 - $64.14 $23,445 - $24,758	386 New	386 $24,000
Q3 2023 Oct 12, 2023	BUY	$52.22 - $56.04 $22,193 - $23,817	425 New	425 $22,000

Others Institutions Holding AVLV

# of Institutions

285

Shares Held

57.2M

Call Options Held

100

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$537 Million
1.14% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$140 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$124 Million
0.04% of portfolio
Pure Financial Advisors, LLC

1.67M
Shares

$116 Million
2.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$113 Million
0.03% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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