Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,961 shares of AVIV stock, worth $388,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,961
Previous 11,217 37.94%
Holding current value
$388,354
Previous $582,000 37.97%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 17, 2025
SELL
$51.24 - $55.81 $218,077 - $237,527
-4,256 Reduced 37.94%
6,961 $361,000
Q3 2024

Oct 23, 2024
BUY
$50.37 - $56.43 $214,374 - $240,166
4,256 Added 61.14%
11,217 $629,000
Q3 2023

Nov 13, 2023
BUY
$47.37 - $50.8 $329,742 - $353,618
6,961 New
6,961 $335,000

Others Institutions Holding AVIV

# of Institutions
122
Shares Held
7.09M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email