Wespac Advisors So Cal, LLC American Centy ETF Tr Avantis Transaction History
Wespac Advisors So Cal, LLC
- $426 Million
- Q3 2024
A detailed history of Wespac Advisors So Cal, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 5,411 shares of AVLV stock, worth $380,988. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,411
Previous 160,762
96.63%
Holding current value
$380,988
Previous $10.1 Million
96.48%
% of portfolio
0.08%
Previous 2.59%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$117 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio