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 $6.05 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

87,875

Holding current value

$6.05 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

285

Shares Held

57.2M

Call Options Held

100

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$530 Million
1.14% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$138 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$122 Million
0.04% of portfolio
Pure Financial Advisors, LLC

1.67M
Shares

$115 Million
2.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$112 Million
0.03% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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