Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,473 shares of AVEM stock, worth $624,819. This represents 0.37% of its overall portfolio holdings.
Number of Shares
10,473
Previous 7,776
34.68%
Holding current value
$624,819
Previous $475 Million
42.42%
% of portfolio
0.37%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
475Shares Held
101MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$918 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$823 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio
-
Cerity Partners LLC New York, NY2.13MShares$127 Million0.31% of portfolio