Paladin Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Paladin Advisory Group, LLC
- $126 Million
- Q1 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 52,859 shares of AVLV stock, worth $3.32 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
52,859
Previous 50,269
5.15%
Holding current value
$3.32 Million
Previous $2.9 Million
16.98%
% of portfolio
2.69%
Previous 2.41%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.2 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.6 Million0.09% of portfolio