Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $181 Billion
- Q3 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 187,577 shares of AVLV stock, worth $12.5 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
187,577
Previous 187,983
0.22%
Holding current value
$12.5 Million
Previous $11.8 Billion
4.53%
% of portfolio
6.82%
Previous 6.79%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$514 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$118 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio