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 $43,375. This represents 0.0% of its overall portfolio holdings.
Number of Shares
620
Previous 400
55.0%
Holding current value
$43,375
Previous $26,000
57.69%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
296Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$539 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio