William Howard & CO Financial Advisors Inc American Centy ETF Tr Avantis Transaction History
William Howard & CO Financial Advisors Inc
- $117 Million
- Q3 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 3,700 shares of AVLV stock, worth $248,825. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,685
0.41%
Holding current value
$248,825
Previous $232,000
5.17%
% of portfolio
0.21%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$518 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$135 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$112 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$109 Million0.03% of portfolio