Private Trust CO Na American Centy ETF Tr Avantis Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
A detailed history of Private Trust CO Na transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Trust CO Na holds 2,140 shares of AVLV stock, worth $151,918. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,140
Previous 2,140
-0.0%
Holding current value
$151,918
Previous $134,000
4.48%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$547 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$143 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$126 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$118 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$115 Million0.03% of portfolio