Three Cord True Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Three Cord True Wealth Management, LLC
- $117 Billion
- Q1 2025
A detailed history of Three Cord True Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Three Cord True Wealth Management, LLC holds 231,682 shares of AVLV stock, worth $14.5 Million. This represents 12.96% of its overall portfolio holdings.
Number of Shares
231,682
Previous 214,564
7.98%
Holding current value
$14.5 Million
Previous $14.3 Billion
5.46%
% of portfolio
12.96%
Previous 12.39%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
361Shares Held
67.6MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$622 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$124 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$120 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$118 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$111 Million0.1% of portfolio