Disciplined Investments, LLC American Centy ETF Tr Avantis Transaction History
Disciplined Investments, LLC
- $210 Million
- Q1 2025
A detailed history of Disciplined Investments, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Disciplined Investments, LLC holds 7,403 shares of AVLV stock, worth $448,029. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,403
Previous 6,497
13.94%
Holding current value
$448,029
Previous $433,000
10.39%
% of portfolio
0.23%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
357Shares Held
67.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$599 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$119 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$115 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$107 Million0.1% of portfolio