Keyes, Stange & Wooten Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Keyes, Stange & Wooten Wealth Management, LLC
- $169 Billion
- Q3 2024
A detailed history of Keyes, Stange & Wooten Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Keyes, Stange & Wooten Wealth Management, LLC holds 132,137 shares of AVLV stock, worth $9.2 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
132,137
Previous 129,796
1.8%
Holding current value
$9.2 Million
Previous $8.16 Billion
6.65%
% of portfolio
5.16%
Previous 5.68%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
313Shares Held
60.8MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$537 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio