Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 110,820 shares of AVLV stock, worth $7.28 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
110,820
Previous 105,123
5.42%
Holding current value
$7.28 Million
Previous $6.76 Million
3.08%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$458 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$113 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio