Wealth Architects, LLC American Centy ETF Tr Avantis Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 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 $895,531. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,275
Previous 13,275
-0.0%
Holding current value
$895,531
Previous $834,000
4.68%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$520 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$136 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$120 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$112 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$109 Million0.03% of portfolio