Wealth Architects, LLC American Centy ETF Tr Avantis Transaction History
Wealth Architects, LLC
- $827 Million
- Q4 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 $878,008. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,275
Previous 13,275
-0.0%
Holding current value
$878,008
Previous $873,000
1.49%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$124 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio