Financial Synergies Wealth Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,466 shares of AVLV stock, worth $380,597. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,466
Previous 5,428
0.7%
Holding current value
$380,597
Previous $357 Million
2.14%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
311Shares Held
59.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$537 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio