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 $9.76 Million. This represents 6.29% of its overall portfolio holdings.
Number of Shares
145,963
Previous 81,047
80.1%
Holding current value
$9.76 Million
Previous $5.09 Million
88.69%
% of portfolio
6.29%
Previous 3.32%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio