Balance Wealth, LLC American Centy ETF Tr Avantis Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balance Wealth, LLC holds 14,681 shares of AVIG stock, worth $615,133. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,681
Previous 14,960
1.86%
Holding current value
$615,133
Previous $623 Million
0.78%
% of portfolio
0.15%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding AVIG
# of Institutions
136Shares Held
27.1MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC5.11MShares$214 Million1.59% of portfolio
-
Envestnet Asset Management Inc1.61MShares$67.3 Million0.02% of portfolio
-
Verus Financial Partners, Inc.1.4MShares$58.7 Million5.73% of portfolio
-
Morgan Stanley New York, NY1.34MShares$56 Million0.0% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.28MShares$53.8 Million6.58% of portfolio