N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 9,550 shares of AVLV stock, worth $596,875. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,550

Holding current value

$596,875

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$65.51 - $71.22 $625,620 - $680,151	9,550 New	9,550 $637,000

Others Institutions Holding AVLV

# of Institutions

361

Shares Held

67.6M

Call Options Held

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

9.9M
Shares

$619 Million
1.32% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$123 Million
5.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$119 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.88M
Shares

$118 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.77M
Shares

$110 Million
0.1% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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N.E.W. Advisory Services LLC American Centy ETF Tr Avantis Transaction History