Pine Harbor Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Pine Harbor Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 70,151 shares of AVLV stock, worth $4.79 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
70,151Holding current value
$4.79 Million% of portfolio
1.89%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
345Shares Held
64.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$526 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$135 Million5.72% of portfolio
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Lpl Financial LLC Fort Mill, SC1.91MShares$130 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.88MShares$128 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.77MShares$121 Million0.1% of portfolio