Wealth Enhancement Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 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 7,706,130 shares of AVLV stock, worth $526 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
7,706,130
Previous 6,970,454
10.55%
Holding current value
$526 Million
Previous $438 Million
15.81%
% of portfolio
1.14%
Previous 1.09%
Shares
9 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Merriman Wealth Management, LLC2.01MShares$137 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$121 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$114 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$111 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$110 Million0.09% of portfolio