Visionary Wealth Advisors American Centy ETF Tr Avantis Transaction History
Visionary Wealth Advisors
- $1.47 Billion
- Q2 2024
A detailed history of Visionary Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Visionary Wealth Advisors holds 420,131 shares of AVLV stock, worth $28.3 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
420,131
Previous 392,855
6.94%
Holding current value
$28.3 Million
Previous $25.2 Million
4.58%
% of portfolio
1.8%
Previous 1.76%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
263Shares Held
52.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$469 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$133 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$130 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$116 Million3.07% of portfolio
-
Comerica Bank1.67MShares$113 Million0.44% of portfolio