Planwiser Financial, LLC American Centy ETF Tr Avantis Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Planwiser Financial, LLC holds 78,154 shares of AVLV stock, worth $4.88 Million. This represents 4.47% of its overall portfolio holdings.
Number of Shares
78,154Holding current value
$4.88 Million% of portfolio
4.47%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
364Shares Held
75.4MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$619 Million1.32% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$386 Million0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC2.28MShares$143 Million0.06% of portfolio
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Merriman Wealth Management, LLC1.97MShares$123 Million5.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.88MShares$118 Million0.03% of portfolio