Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $286 Million
- Q3 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 22,305 shares of AVLV stock, worth $1.5 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
22,305
Previous 22,300
0.02%
Holding current value
$1.5 Million
Previous $1.4 Million
4.5%
% of portfolio
0.51%
Previous 0.49%
Shares
11 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$519 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$135 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$112 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$109 Million0.03% of portfolio