Jrm Investment Counsel, LLC American Centy ETF Tr Avantis Transaction History
Jrm Investment Counsel, LLC
- $283 Billion
- Q4 2024
A detailed history of Jrm Investment Counsel, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Jrm Investment Counsel, LLC holds 450,536 shares of AVLV stock, worth $31.4 Million. This represents 10.63% of its overall portfolio holdings.
Number of Shares
450,536
Previous 417,879
7.81%
Holding current value
$31.4 Million
Previous $27.5 Billion
9.35%
% of portfolio
10.63%
Previous 9.47%
Shares
10 transactions
Others Institutions Holding AVLV
# of Institutions
344Shares Held
64.8MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$538 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$137 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$133 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$131 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$123 Million0.1% of portfolio