Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $119 Billion
- Q4 2024
A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 203,485 shares of AVLV stock, worth $14.2 Million. This represents 11.45% of its overall portfolio holdings.
Number of Shares
203,485
Previous 203,962
0.23%
Holding current value
$14.2 Million
Previous $13.5 Billion
0.46%
% of portfolio
11.45%
Previous 11.13%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$536 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio