Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 142,459 shares of AVLV stock, worth $9.22 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
142,459
Previous 189,161
24.69%
Holding current value
$9.22 Million
Previous $12.5 Million
23.62%
% of portfolio
0.67%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$528 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$127 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$123 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$122 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$114 Million0.1% of portfolio