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 5,598 shares of AVSE stock, worth $290,032. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,598
Previous 5,230
7.04%
Holding current value
$290,032
Previous $256,000
12.89%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding AVSE
# of Institutions
33Shares Held
616KCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL148KShares$7.69 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$4.97 Million0.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL72.9KShares$3.78 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS31.4KShares$1.63 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC28KShares$1.45 Million0.0% of portfolio