Investment Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Investment Advisory Group, LLC
- $290 Million
- Q1 2025
A detailed history of Investment Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Investment Advisory Group, LLC holds 10,830 shares of AVLV stock, worth $657,164. This represents 0.24% of its overall portfolio holdings.
Number of Shares
10,830
Previous 9,020
20.07%
Holding current value
$657,164
Previous $602,000
16.28%
% of portfolio
0.24%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
357Shares Held
67.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC9.9MShares$601 Million1.32% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$119 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$116 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