Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Convergence Financial, LLC holds 18,377 shares of AVEM stock, worth $1.17 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,377
Previous 12,939
42.03%
Holding current value
$1.17 Million
Previous $790 Million
50.19%
% of portfolio
0.25%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
447Shares Held
89MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$980 Million8.48% of portfolio
-
Envestnet Asset Management Inc8.16MShares$520 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$197 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$162 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$143 Million1.43% of portfolio