Morling Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 343 shares of AVLV stock, worth $23,697. This represents 0.01% of its overall portfolio holdings.
Number of Shares
343Holding current value
$23,697% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
316Shares Held
61.3MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$112 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$111 Million0.09% of portfolio