Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $169 Billion
- Q1 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 159,986 shares of AVLV stock, worth $10.1 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
159,986Holding current value
$10.1 Million% of portfolio
6.07%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
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Alesco Advisors LLC Pittsford, NY1.36MShares$85.2 Million2.86% of portfolio
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Northwestern Mutual Wealth Management CO1.35MShares$84.6 Million0.09% of portfolio