Legacy Capital Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 9,309 shares of AVLV stock, worth $676,298. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,309
Previous 8,271
12.55%
Holding current value
$676,298
Previous $564,000
19.15%
% of portfolio
0.15%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
420Shares Held
109MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA14.1MShares$1.02 Billion0.63% of portfolio
-
Envestnet Asset Management Inc10.9MShares$792 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC10MShares$728 Million1.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.57MShares$259 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.58MShares$187 Million0.06% of portfolio