Ml & R Wealth Management LLC American Centy ETF Travantis C 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 Travantis C stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 5,468 shares of AVMU stock, worth $242,013. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,468
Previous 5,468
-0.0%
Holding current value
$242,013
Previous $256,000
0.78%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AVMU
# of Institutions
43Shares Held
2.31MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc686KShares$30.3 Million0.01% of portfolio
-
Mattern Wealth Management LLC265KShares$11.7 Million2.89% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX254KShares$11.2 Million1.05% of portfolio
-
Financial Partners Group, Inc Overland Park, KS175KShares$7.73 Million1.27% of portfolio
-
Plancorp, LLC144KShares$6.38 Million0.26% of portfolio