Total Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Total Wealth Planning, LLC holds 60,024 shares of AVLV stock, worth $3.91 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
60,024
Previous 61,791
2.86%
Holding current value
$3.91 Million
Previous $4.07 Million
1.48%
% of portfolio
0.66%
Previous 0.67%
Shares
11 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$531 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$128 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$124 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$115 Million0.1% of portfolio