Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q3 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 65,221 shares of AVEM stock, worth $3.9 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
65,221
Previous 64,846
0.58%
Holding current value
$3.9 Million
Previous $3.96 Billion
6.36%
% of portfolio
2.13%
Previous 2.05%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$922 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$152 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio