Premier Path Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Premier Path Wealth Partners, LLC
- $634 Billion
- Q3 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 81,163 shares of AVLV stock, worth $5.5 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
81,163
Previous 74,226
9.35%
Holding current value
$5.5 Million
Previous $4.66 Billion
14.55%
% of portfolio
0.84%
Previous 0.79%
Shares
2 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