Wescott Financial Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,113 shares of AVLV stock, worth $201,411. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,113
Previous 3,113
-0.0%
Holding current value
$201,411
Previous $204,000
1.47%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
353Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$528 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$127 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$123 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$114 Million0.1% of portfolio