Atria Investments LLC American Centy ETF Tr Avantis Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

A detailed history of Atria Investments LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atria Investments LLC holds 187,197 shares of AVLV stock, worth $12.5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

187,197

Holding current value

$12.5 Million

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$60.05 - $65.83 $11.2 Million - $12.3 Million	187,197 New	187,197 $12.3 Million

Others Institutions Holding AVLV

# of Institutions

285

Shares Held

57.4M

Call Options Held

100

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$515 Million
1.11% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$134 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$118 Million
0.04% of portfolio
Pure Financial Advisors, LLC

1.67M
Shares

$111 Million
2.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$108 Million
0.03% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Atria Investments LLC American Centy ETF Tr Avantis Transaction History