Wealth Architects, LLC American Centy ETF Tr Avantis Transaction History
Wealth Architects, LLC
- $793 Million
- Q2 2024
A detailed history of Wealth Architects, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Architects, LLC holds 13,275 shares of AVLV stock, worth $869,645. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,275
Previous 13,275
-0.0%
Holding current value
$869,645
Previous $853,000
2.23%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$457 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$112 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio