Legacy Capital Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
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 9,262 shares of AVLV stock, worth $644,542. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,262Holding current value
$644,542% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$536 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
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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