Legacy Capital Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Legacy Capital Wealth Partners, LLC
- $437 Million
- Q1 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 11,939 shares of AVLV stock, worth $823,194. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,939
Previous 9,262
28.9%
Holding current value
$823,194
Previous $618,000
25.89%
% of portfolio
0.18%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
373Shares Held
78.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.9MShares$683 Million1.32% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$426 Million0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.75MShares$190 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$157 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.03MShares$140 Million0.11% of portfolio