Summit Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 19,683 shares of AVLV stock, worth $1.29 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
19,683
Previous 7,053
179.07%
Holding current value
$1.29 Million
Previous $453 Million
172.91%
% of portfolio
0.26%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$458 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$113 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio