Yardley Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Yardley Wealth Management LLC holds 93,892 shares of AVLV stock, worth $6.53 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
93,892Holding current value
$6.53 Million% of portfolio
3.67%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$536 Million1.11% of portfolio
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Merriman Wealth Management, LLC2.01MShares$140 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$123 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
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Northwestern Mutual Wealth Management CO1.61MShares$112 Million0.09% of portfolio