Shore Haven Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Shore Haven Wealth Partners, LLC
- $187 Million
- Q2 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 134,404 shares of AVLV stock, worth $9.05 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
134,404
Previous 157,868
14.86%
Holding current value
$9.05 Million
Previous $10.1 Million
16.75%
% of portfolio
4.52%
Previous 5.71%
Shares
4 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
-
Merriman Wealth Management, LLC1.97MShares$133 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$130 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$116 Million3.07% of portfolio
-
Comerica Bank1.67MShares$113 Million0.44% of portfolio