Independent Advisor Alliance American Centy ETF Tr Avantis Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Independent Advisor Alliance holds 166,755 shares of AVLV stock, worth $11.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
166,755Holding current value
$11.5 Million% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
322Shares Held
62.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
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Lpl Financial LLC Fort Mill, SC1.91MShares$132 Million0.05% of portfolio
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Envestnet Asset Management Inc1.77MShares$122 Million0.04% of portfolio
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Northwestern Mutual Wealth Management CO1.77MShares$122 Million0.1% of portfolio