Keener Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 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 145,963 shares of AVLV stock, worth $10.2 Million. This represents 6.29% of its overall portfolio holdings.
Number of Shares
145,963
Previous 81,047
80.1%
Holding current value
$10.2 Million
Previous $5.09 Million
88.69%
% of portfolio
6.29%
Previous 3.32%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
296Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$539 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio