Nicolet Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Nicolet Advisory Services, LLC
- $1 Billion
- Q2 2024
A detailed history of Nicolet Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 278,847 shares of AVRE stock, worth $13.1 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
278,847
Previous 262,255
6.33%
Holding current value
$13.1 Million
Previous $11.1 Million
3.66%
% of portfolio
1.15%
Previous 1.12%
Shares
5 transactions
Others Institutions Holding AVRE
# of Institutions
105Shares Held
9.11MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.05MShares$49.4 Million0.78% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$34.4 Million4.3% of portfolio
-
Aprio Wealth Management, LLC516KShares$24.2 Million4.14% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA375KShares$17.6 Million3.77% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.321KShares$15.1 Million5.66% of portfolio