Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 12,416 shares of AVLV stock, worth $821,194. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,416
Previous 9,252
34.2%
Holding current value
$821,194
Previous $614 Million
35.19%
% of portfolio
0.06%
Previous 0.06%
Shares
2 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