Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 93,892 shares of AVLV stock, worth $6.41 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
93,892Holding current value
$6.41 Million% of portfolio
3.67%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$526 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$137 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$121 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$114 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$111 Million0.03% of portfolio