Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 38 shares of AVLV stock, worth $2,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,458

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$65.51 - $71.22 $2,489 - $2,706	38 New	38 $2.54 Million

Others Institutions Holding AVLV

# of Institutions

351

Shares Held

65.9M

Call Options Held

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

8.17M
Shares

$528 Million
1.1% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$127 Million
5.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$123 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.88M
Shares

$122 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.77M
Shares

$114 Million
0.1% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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