Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 173,215 shares of AVLV stock, worth $12.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
173,215
Previous 173,213
-0.0%
Holding current value
$12.1 Million
Previous $11.3 Billion
99.9%
% of portfolio
0.37%
Previous 0.37%
Shares
14 transactions
Others Institutions Holding AVLV
# of Institutions
373Shares Held
78.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.9MShares$691 Million1.32% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$431 Million0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.75MShares$192 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$159 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.03MShares$142 Million0.11% of portfolio