Paladin Advisory Group, LLC American Centy ETF Tr Avantis Transaction History
Paladin Advisory Group, LLC
- $135 Million
- Q3 2024
A detailed history of Paladin Advisory Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 58,678 shares of AVLV stock, worth $3.97 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
58,678
Previous 55,096
6.5%
Holding current value
$3.97 Million
Previous $3.46 Million
11.55%
% of portfolio
2.87%
Previous 2.71%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$522 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$136 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$120 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$113 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$110 Million0.03% of portfolio