Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $119 Billion
- Q4 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 203,485 shares of AVLV stock, worth $13.5 Million. This represents 11.45% of its overall portfolio holdings.
Number of Shares
203,485
Previous 203,962
0.23%
Holding current value
$13.5 Million
Previous $13.5 Billion
0.46%
% of portfolio
11.45%
Previous 11.13%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$124 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio