Red Lighthouse Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Red Lighthouse Investment Management, LLC
- $239 Billion
- Q2 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 68,628 shares of AVRE stock, worth $3.19 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
68,628
Previous 78,872
12.99%
Holding current value
$3.19 Million
Previous $3.33 Billion
15.17%
% of portfolio
1.18%
Previous 1.34%
Shares
7 transactions
Others Institutions Holding AVRE
# of Institutions
105Shares Held
9.11MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.05MShares$48.9 Million0.78% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO732KShares$34 Million4.3% of portfolio
-
Aprio Wealth Management, LLC516KShares$24 Million4.14% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA375KShares$17.4 Million3.77% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.321KShares$14.9 Million5.66% of portfolio