Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 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 35,185 shares of AVSC stock, worth $1.96 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
35,185
Previous 24,940
41.08%
Holding current value
$1.96 Million
Previous $1.31 Million
34.56%
% of portfolio
0.81%
Previous 0.62%
Shares
10 transactions
Others Institutions Holding AVSC
# of Institutions
98Shares Held
17.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.54MShares$532 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.27MShares$182 Million11.85% of portfolio
-
Northwestern Mutual Wealth Management CO654KShares$36.4 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp505KShares$28.2 Million1.64% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA505KShares$28.1 Million7.19% of portfolio