Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $141 Billion
- Q1 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 136,712 shares of AVLV stock, worth $8.59 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
136,712
Previous 124,078
10.18%
Holding current value
$8.59 Million
Previous $6.54 Billion
34.4%
% of portfolio
6.22%
Previous 6.04%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.2 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.6 Million0.09% of portfolio