Summit X, LLC American Centy ETF Tr Avantis Transaction History
Summit X, LLC
- $383 Million
- Q1 2024
A detailed history of Summit X, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Summit X, LLC holds 146,669 shares of AVLV stock, worth $9.36 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
146,669
Previous 21,919
569.14%
Holding current value
$9.36 Million
Previous $1.27 Million
644.39%
% of portfolio
2.46%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
236Shares Held
40.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$445 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$124 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$110 Million3.07% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$86.5 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$85.9 Million0.09% of portfolio