Visionary Wealth Advisors American Centy ETF Tr Avantis Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 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 436,160 shares of AVLV stock, worth $30.5 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
436,160
Previous 420,131
3.82%
Holding current value
$30.5 Million
Previous $26.4 Million
8.75%
% of portfolio
1.83%
Previous 1.8%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
297Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$539 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio