Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 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 6,970,454 shares of AVLV stock, worth $469 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
6,970,454
Previous 6,251,242
11.51%
Holding current value
$469 Million
Previous $402 Million
9.04%
% of portfolio
1.09%
Previous 1.09%
Shares
8 transactions
Others Institutions Holding AVLV
# of Institutions
263Shares Held
52.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC1.97MShares$133 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$130 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$116 Million3.07% of portfolio
-
Comerica Bank1.67MShares$113 Million0.44% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.67MShares$113 Million1.58% of portfolio