Paladin Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Paladin Advisory Group, LLC
- $130 Million
- Q4 2024
A detailed history of Paladin Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 59,402 shares of AVLV stock, worth $4.1 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
59,402
Previous 58,678
1.23%
Holding current value
$4.1 Million
Previous $3.86 Million
2.69%
% of portfolio
3.06%
Previous 2.87%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
316Shares Held
61.3MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$111 Million0.09% of portfolio