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 $31.6 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
472,992Holding current value
$31.6 Million% of portfolio
6.95%Shares
1 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
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Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio