Traphagen Investment Advisors LLC American Centy ETF Tr Avantis Transaction History
Traphagen Investment Advisors LLC
- $870 Million
- Q4 2024
A detailed history of Traphagen Investment Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 12,170 shares of AVLV stock, worth $797,865. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,170
Previous 10,761
13.09%
Holding current value
$797,865
Previous $708,000
14.69%
% of portfolio
0.09%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$535 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$125 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$123 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$116 Million0.1% of portfolio