Bridgewealth Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Bridgewealth Advisory Group, LLC
- $275 Billion
- Q3 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 16,524 shares of AVLV stock, worth $1.15 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
16,524
Previous 15,395
7.33%
Holding current value
$1.15 Million
Previous $967 Million
12.44%
% of portfolio
0.4%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
299Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$538 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio