Prevail Innovative Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Prevail Innovative Wealth Advisors, LLC
- $328 Billion
- Q3 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 147,902 shares of AVSC stock, worth $8.05 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
147,902
Previous 105,720
39.9%
Holding current value
$8.05 Million
Previous $5.28 Billion
51.42%
% of portfolio
2.43%
Previous 1.87%
Shares
4 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$651 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$182 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.4 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.2 Million1.78% of portfolio