Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q1 2025
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 203,263 shares of AVLV stock, worth $12.3 Million. This represents 10.45% of its overall portfolio holdings.
Number of Shares
203,263
Previous 203,485
0.11%
Holding current value
$12.3 Million
Previous $13.6 Billion
12.83%
% of portfolio
10.45%
Previous 11.45%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
357Shares Held
67.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$601 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$119 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$116 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$107 Million0.1% of portfolio