Midwest Financial Group LLC American Centy ETF Tr Avantis Transaction History
Midwest Financial Group LLC
- $174 Billion
- Q4 2024
A detailed history of Midwest Financial Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Midwest Financial Group LLC holds 64,442 shares of AVLV stock, worth $4.51 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
64,442
Previous 57,717
11.65%
Holding current value
$4.51 Million
Previous $3.8 Billion
13.23%
% of portfolio
2.47%
Previous 2.23%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
297Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$539 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio