Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 5,332 shares of AVEM stock, worth $314,321. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,332
Previous 5,319
0.24%
Holding current value
$314,321
Previous $325 Million
6.01%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
480Shares Held
101MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$908 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$814 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$257 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio