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 $289,465. This represents 12.55% of its overall portfolio holdings.

Number of Shares

4,465

Holding current value

$289,465

% 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

349

Shares Held

65.4M

Call Options Held

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$500 Million
1.11% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$128 Million
5.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$124 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.88M
Shares

$122 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.77M
Shares

$115 Million
0.1% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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