Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $182 Billion
- Q1 2025
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 31,446 shares of AVLV stock, worth $1.97 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
31,446
Previous 159,860
80.33%
Holding current value
$1.97 Million
Previous $10.7 Billion
80.79%
% of portfolio
1.13%
Previous 5.82%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
361Shares Held
68.4MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$619 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$123 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$119 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$118 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$110 Million0.1% of portfolio