Allegiance Financial Group Advisory Services LLC American Centy ETF Tr Avantis Transaction History
Allegiance Financial Group Advisory Services LLC
- $287 Billion
- Q3 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 431,442 shares of AVLV stock, worth $30.1 Million. This represents 9.88% of its overall portfolio holdings.
Number of Shares
431,442
Previous 407,239
5.94%
Holding current value
$30.1 Million
Previous $25.6 Billion
10.98%
% of portfolio
9.88%
Previous 9.8%
Shares
8 transactions
Others Institutions Holding AVLV
# of Institutions
299Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$538 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio