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 $208,104. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,113Holding current value
$208,104% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio