Adamsbrown Wealth Consultants LLC American Centy ETF Tr Avantis Transaction History
Adamsbrown Wealth Consultants LLC
- $292 Million
- Q4 2024
A detailed history of Adamsbrown Wealth Consultants LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 5,432 shares of AVLV stock, worth $359,272. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,432
Previous 4,438
22.4%
Holding current value
$359,272
Previous $292,000
23.97%
% of portfolio
0.12%
Previous 0.1%
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