Keener Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Keener Financial Planning LLC
- $153 Million
- Q2 2024
A detailed history of Keener Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Keener Financial Planning LLC holds 81,047 shares of AVLV stock, worth $5.32 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
81,047Holding current value
$5.32 Million% of portfolio
3.32%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$458 Million1.09% of portfolio
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Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
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Pure Financial Advisors, LLC1.72MShares$113 Million3.07% of portfolio
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Comerica Bank1.67MShares$110 Million0.44% of portfolio