Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 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 189,161 shares of AVLV stock, worth $13.2 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
189,161
Previous 193,719
2.35%
Holding current value
$13.2 Million
Previous $12.2 Million
2.29%
% of portfolio
0.84%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
299Shares Held
57.9MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$538 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio