Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 58,364 shares of AVSC stock, worth $3.27 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
58,364
Previous 46,718
24.93%
Holding current value
$3.27 Million
Previous $2.52 Million
25.72%
% of portfolio
1.26%
Previous 1.04%
Shares
12 transactions
Others Institutions Holding AVSC
# of Institutions
131Shares Held
22.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$671 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$187 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$45.3 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$30.3 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$30.1 Million1.78% of portfolio