Prevail Innovative Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Prevail Innovative Wealth Advisors, LLC
- $345 Billion
- Q4 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 168,432 shares of AVSC stock, worth $9.19 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
168,432
Previous 147,902
13.88%
Holding current value
$9.19 Million
Previous $7.99 Billion
14.6%
% of portfolio
2.65%
Previous 2.43%
Shares
5 transactions
Others Institutions Holding AVSC
# of Institutions
149Shares Held
23.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12.3MShares$672 Million0.22% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$183 Million10.71% of portfolio
-
Northwestern Mutual Wealth Management CO841KShares$45.9 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$30.9 Million1.91% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA564KShares$30.8 Million7.51% of portfolio