Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History

Waterfront Wealth Inc.

$417 Million
Q2 2025

A detailed history of Waterfront Wealth Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waterfront Wealth Inc. holds 3,034 shares of AVLV stock, worth $218,205. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,034

Holding current value

$218,205

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$56.85 - $68.21 $172,482 - $206,949	3,034 New	3,034 $206,000

Others Institutions Holding AVLV

# of Institutions

402

Shares Held

107M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

16.2M
Shares

$1.16 Billion
0.72% of portfolio
Envestnet Asset Management Inc

11M
Shares

$792 Million
0.23% of portfolio
Wealth Enhancement Advisory Services, LLC

9.65M
Shares

$694 Million
1.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.05M
Shares

$220 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.36M
Shares

$170 Million
0.06% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History