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 $15.5 Million. This represents 12.96% of its overall portfolio holdings.
Number of Shares
231,682
Previous 214,564
7.98%
Holding current value
$15.5 Million
Previous $14.3 Billion
5.46%
% of portfolio
12.96%
Previous 12.39%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
373Shares Held
78.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.9MShares$662 Million1.32% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$413 Million0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.75MShares$184 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$152 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.03MShares$136 Million0.11% of portfolio