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 $253,387. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,468
Previous 5,468
-0.0%
Holding current value
$253,387
Previous $256,000
0.78%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AVMU
# of Institutions
44Shares Held
3.94MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX1.61MShares$74.8 Million0.45% of portfolio
-
Envestnet Asset Management Inc746KShares$34.6 Million0.01% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX263KShares$12.2 Million1.14% of portfolio
-
Mattern Wealth Management LLC253KShares$11.7 Million2.76% of portfolio
-
Financial Partners Group, Inc Overland Park, KS179KShares$8.27 Million1.24% of portfolio