Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 203,962 shares of AVLV stock, worth $13.4 Million. This represents 11.13% of its overall portfolio holdings.
Number of Shares
203,962
Previous 196,222
3.94%
Holding current value
$13.4 Million
Previous $12.3 Billion
9.82%
% of portfolio
11.13%
Previous 10.92%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
276Shares Held
54.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$508 Million1.14% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
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Comerica Bank1.67MShares$110 Million0.44% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.67MShares$110 Million1.58% of portfolio