Cohen Lawrence B American Centy ETF Tr Avantis Transaction History

Cohen Lawrence B

$2.06 Billion
Q4 2023

A detailed history of Cohen Lawrence B transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cohen Lawrence B holds 4,465 shares of AVLV stock, worth $311,835. This represents 12.55% of its overall portfolio holdings.

Number of Shares

4,465

Holding current value

$311,835

% of portfolio

12.55%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$49.96 - $58.08 $223,071 - $259,327	4,465 New	4,465 $258 Million

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

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