Alliance Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Alliance Wealth Advisors, LLC
- $189 Million
- Q4 2024
A detailed history of Alliance Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 90,968 shares of AVUV stock, worth $8.05 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
90,968
Previous 88,129
3.22%
Holding current value
$8.05 Million
Previous $8.46 Million
3.86%
% of portfolio
4.64%
Previous 4.69%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$707 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$367 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$311 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$238 Million15.25% of portfolio