Moisand Fitzgerald Tamayo, LLC American Centy ETF Tr Avantis Transaction History
Moisand Fitzgerald Tamayo, LLC
- $702 Million
- Q3 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 854,254 shares of AVLV stock, worth $60.2 Million. This represents 8.01% of its overall portfolio holdings.
Number of Shares
854,254
Previous 797,302
7.14%
Holding current value
$60.2 Million
Previous $50.1 Million
12.24%
% of portfolio
8.01%
Previous 7.52%
Shares
11 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$114 Million0.09% of portfolio