Cap Partners, LLC American Centy ETF Tr Avantis Transaction History
Cap Partners, LLC
- $142 Billion
- Q4 2024
A detailed history of Cap Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cap Partners, LLC holds 36,749 shares of AVLV stock, worth $2.51 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
36,749
Previous 37,842
2.89%
Holding current value
$2.51 Million
Previous $2.49 Billion
1.5%
% of portfolio
1.73%
Previous 1.86%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
345Shares Held
64.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$526 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$135 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$128 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$121 Million0.1% of portfolio