Assetmark, Inc American Centy ETF Tr Avantis Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

A detailed history of Assetmark, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Assetmark, Inc holds 472 shares of AVLV stock, worth $32,964. This represents 0.0% of its overall portfolio holdings.

Number of Shares

472

Holding current value

$32,964

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$60.05 - $65.83 $28,343 - $31,071	472 New	472 $31,000

Others Institutions Holding AVLV

# of Institutions

299

Shares Held

57.9M

Call Options Held

100

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$538 Million
1.11% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$140 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$124 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$113 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.61M
Shares

$113 Million
0.09% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account