Keener Financial Planning LLC American Centy ETF Tr Avantis Transaction History
Keener Financial Planning LLC
- $153 Million
- Q3 2024
A detailed history of Keener Financial Planning LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Keener Financial Planning LLC holds 145,963 shares of AVLV stock, worth $9.7 Million. This represents 6.29% of its overall portfolio holdings.
Number of Shares
145,963
Previous 81,047
80.1%
Holding current value
$9.7 Million
Previous $5.09 Million
88.69%
% of portfolio
6.29%
Previous 3.32%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
271Shares Held
53.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$512 Million1.14% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$131 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$128 Million0.12% of portfolio
-
Comerica Bank1.67MShares$111 Million0.44% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.67MShares$111 Million1.58% of portfolio