Legacy Financial Strategies, LLC American Centy ETF Tr Avantis Transaction History
Legacy Financial Strategies, LLC
- $461 Million
- Q4 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 487,382 shares of AVLV stock, worth $34 Million. This represents 7.06% of its overall portfolio holdings.
Number of Shares
487,382
Previous 472,992
3.04%
Holding current value
$34 Million
Previous $31.1 Million
4.51%
% of portfolio
7.06%
Previous 6.95%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
337Shares Held
64.1MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$538 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$137 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$133 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.88MShares$131 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$123 Million0.1% of portfolio