Moreno Evelyn V American Centy ETF Tr Avantis Transaction History

Moreno Evelyn V

$208 Million
Q4 2023

A detailed history of Moreno Evelyn V transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Moreno Evelyn V holds 87,875 shares of AVLV stock, worth $5.53 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

87,875

Holding current value

$5.53 Million

% of portfolio

2.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$49.96 - $58.08 $4.39 Million - $5.1 Million	87,875 New	87,875 $5.08 Million

Others Institutions Holding AVLV

# of Institutions

220

Shares Held

38.3M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.25M
Shares

$393 Million
1.09% of portfolio
Merriman Wealth Management, LLC

1.95M
Shares

$123 Million
5.79% of portfolio
Pure Financial Advisors, LLC

1.74M
Shares

$110 Million
3.52% of portfolio
Alesco Advisors LLC Pittsford, NY

1.36M
Shares

$85.3 Million
2.86% of portfolio
Northwestern Mutual Wealth Management CO

1.35M
Shares

$84.7 Million
0.09% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moreno Evelyn V, based on Form 13F filings with the SEC.

News

Stay updated on Moreno Evelyn V with notifications on news.

Account