Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 620 shares of AVLV stock, worth $41,006. This represents 0.0% of its overall portfolio holdings.
Number of Shares
620
Previous 400
55.0%
Holding current value
$41,006
Previous $26,000
57.69%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$124 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio