Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 139,956 shares of AVLV stock, worth $8.89 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
139,956
Previous 137,041
2.13%
Holding current value
$8.89 Million
Previous $9.02 Billion
3.58%
% of portfolio
5.85%
Previous 5.85%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
349Shares Held
65.4MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$489 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$125 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$121 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$119 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$112 Million0.1% of portfolio