Forthright Family Wealth Advisory LLC American Centy ETF Tr Avantis Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 5,430 shares of AVLV stock, worth $357,999. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,430Holding current value
$357,999% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
271Shares Held
53.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$508 Million1.14% of portfolio
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Merriman Wealth Management, LLC1.97MShares$130 Million5.62% of portfolio
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Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
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Comerica Bank1.67MShares$110 Million0.44% of portfolio
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Prime Capital Investment Advisors, LLC Overland Park, KS1.67MShares$110 Million1.58% of portfolio