Ml & R Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 61,193 shares of AVLV stock, worth $4.06 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
61,193
Previous 75,640
19.1%
Holding current value
$4.06 Million
Previous $4.37 Million
9.98%
% of portfolio
0.9%
Previous 0.99%
Shares
9 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$541 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$131 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$125 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio