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 $283,572. This represents 12.55% of its overall portfolio holdings.

Number of Shares

4,465

Holding current value

$283,572

% 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

$489 Million
1.11% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$125 Million
5.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$121 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.88M
Shares

$119 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.77M
Shares

$112 Million
0.1% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cohen Lawrence B, based on Form 13F filings with the SEC.

News

Stay updated on Cohen Lawrence B with notifications on news.

Account