Jdm Financial Group LLC American Centy ETF Tr Avantis Transaction History
Jdm Financial Group LLC
- $184 Billion
- Q3 2024
A detailed history of Jdm Financial Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Jdm Financial Group LLC holds 79 shares of AVLV stock, worth $5,517. This represents 0.0% of its overall portfolio holdings.
Number of Shares
79
Previous 79
-0.0%
Holding current value
$5,517
Previous $4.96 Million
4.77%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
299Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$538 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 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