Lifestyle Asset Management, Inc. American Centy ETF Tr Avantis Transaction History
Lifestyle Asset Management, Inc.
- $184 Billion
- Q4 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 159,860 shares of AVLV stock, worth $10.3 Million. This represents 5.82% of its overall portfolio holdings.
Number of Shares
159,860
Previous 187,577
14.78%
Holding current value
$10.3 Million
Previous $12.3 Billion
13.56%
% of portfolio
5.82%
Previous 6.82%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$528 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$127 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$123 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$114 Million0.1% of portfolio