William Howard & CO Financial Advisors Inc American Centy ETF Tr Avantis Transaction History
William Howard & CO Financial Advisors Inc
- $111 Million
- Q4 2024
A detailed history of William Howard & CO Financial Advisors Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 3,717 shares of AVLV stock, worth $261,751. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,717
Previous 3,700
0.46%
Holding current value
$261,751
Previous $244,000
1.64%
% of portfolio
0.22%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$114 Million0.09% of portfolio