Keener Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Keener Financial Planning LLC holds 167,394 shares of AVLV stock, worth $11.1 Million. This represents 6.6% of its overall portfolio holdings.
Number of Shares
167,394
Previous 145,963
14.68%
Holding current value
$11.1 Million
Previous $9.61 Million
16.32%
% of portfolio
6.6%
Previous 6.29%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$124 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio