Legacy Financial Strategies, LLC American Centy ETF Tr Avantis Transaction History
Legacy Financial Strategies, LLC
- $448 Million
- Q3 2024
A detailed history of Legacy Financial Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 472,992 shares of AVLV stock, worth $32.8 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
472,992Holding current value
$32.8 Million% of portfolio
6.95%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
292Shares Held
57.7MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$535 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio