Visionary Wealth Advisors American Centy ETF Tr Avantis Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Visionary Wealth Advisors holds 436,160 shares of AVLV stock, worth $30.1 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
436,160
Previous 420,131
3.82%
Holding current value
$30.1 Million
Previous $26.4 Million
8.75%
% of portfolio
1.83%
Previous 1.8%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
321Shares Held
62.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$139 Million5.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$132 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$122 Million0.1% of portfolio