Wedmont Private Capital American Centy ETF Tr Avantis Transaction History
Wedmont Private Capital
- $1.35 Billion
- Q1 2024
A detailed history of Wedmont Private Capital transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wedmont Private Capital holds 11,839 shares of AVLV stock, worth $744,436. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,839
Previous 11,798
0.35%
Holding current value
$744,436
Previous $681,000
11.6%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$122 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.2 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.6 Million0.09% of portfolio