Wescott Financial Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 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 $215,077. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,113Holding current value
$215,077% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
313Shares Held
60.8MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$111 Million0.09% of portfolio