Delap Wealth Advisory, LLC American Centy ETF Tr Avantis Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 20,467 shares of AVEM stock, worth $1.59 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
20,467
Previous 20,467
-0.0%
Holding current value
$1.59 Million
Previous $1.4 Billion
10.56%
% of portfolio
0.65%
Previous 0.67%
Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio