Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 203,962 shares of AVLV stock, worth $13.7 Million. This represents 11.13% of its overall portfolio holdings.
Number of Shares
203,962
Previous 196,222
3.94%
Holding current value
$13.7 Million
Previous $12.3 Billion
9.82%
% of portfolio
11.13%
Previous 10.92%
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$518 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$135 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$112 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$109 Million0.03% of portfolio