Catalytic Wealth Ria, LLC American Centy ETF Tr Avantis Transaction History
Catalytic Wealth Ria, LLC
- $569 Billion
- Q4 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 10,404 shares of AVLV stock, worth $718,812. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,404
Previous 7,476
39.17%
Holding current value
$718,812
Previous $492 Million
41.16%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
316Shares Held
61.3MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$111 Million0.09% of portfolio