Team Financial Group, LLC American Centy ETF Tr Avantis Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

A detailed history of Team Financial Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Team Financial Group, LLC holds 3,208 shares of AVLV stock, worth $219,170. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,208

Holding current value

$219,170

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$65.51 - $71.22 $210,156 - $228,473	3,208 New	3,208 $214 Million

Others Institutions Holding AVLV

# of Institutions

345

Shares Held

64.9M

Call Options Held

Put Options Held

100

Wealth Enhancement Advisory Services, LLC

7.71M
Shares

$526 Million
1.11% of portfolio
Merriman Wealth Management, LLC

1.97M
Shares

$135 Million
5.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.91M
Shares

$130 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.88M
Shares

$128 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.77M
Shares

$121 Million
0.1% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Team Financial Group, LLC American Centy ETF Tr Avantis Transaction History