Kmg Fiduciary Partners, LLC American Centy ETF Tr Avantis Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 101,795 shares of AVLV stock, worth $7.14 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
101,795
Previous 95,379
6.73%
Holding current value
$7.14 Million
Previous $6.28 Million
8.25%
% of portfolio
0.58%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
304Shares Held
59.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$540 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$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio