Rosenbaum Jay D. American Centy ETF Tr Avantis Transaction History
Rosenbaum Jay D.
- $12.5 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
263Shares Held
52.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$469 Million1.09% of portfolio
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Merriman Wealth Management, LLC1.97MShares$133 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$130 Million0.12% of portfolio
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Pure Financial Advisors, LLC1.72MShares$116 Million3.07% of portfolio
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Comerica Bank1.67MShares$113 Million0.44% of portfolio