Umb Bank, N.A. American Centy ETF Tr Avantis Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

A detailed history of Umb Bank, N.A. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Umb Bank, N.A. holds 12,016 shares of AVLV stock, worth $853,015. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,016

Holding current value

$853,015

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$60.05 - $65.83 $721,560 - $791,013	12,016 New	12,016 $791,000

Others Institutions Holding AVLV

# of Institutions

285

Shares Held

57.2M

Call Options Held

100

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$547 Million
1.14% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$143 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$126 Million
0.04% of portfolio
Pure Financial Advisors, LLC

1.67M
Shares

$118 Million
2.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$115 Million
0.03% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Account