Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 38 shares of AVLV stock, worth $2,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,625

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$65.51 - $71.22 $2,489 - $2,706	38 New	38 $2.54 Million

Others Institutions Holding AVLV

# of Institutions

319

Shares Held

61.6M

Call Options Held

100

Put Options Held

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$532 Million
1.11% of portfolio
Merriman Wealth Management, LLC

2.01M
Shares

$139 Million
5.61% of portfolio
Envestnet Asset Management Inc

1.77M
Shares

$123 Million
0.04% of portfolio
American Century Companies Inc Kansas City, MO

1.74M
Shares

$120 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.62M
Shares

$112 Million
0.03% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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