Curio Wealth, LLC American Centy ETF Tr Avantis Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Curio Wealth, LLC holds 50,990 shares of AVEM stock, worth $3.08 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

50,990

Holding current value

$3.08 Million

% of portfolio

1.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$58.59 - $66.14 $2.99 Million - $3.37 Million	50,990 New	50,990 $3 Billion

Others Institutions Holding AVEM

# of Institutions

513

Shares Held

112M

Call Options Held

Put Options Held

Savant Capital, LLC

16.6M
Shares

$1 Billion
7.93% of portfolio
Envestnet Asset Management Inc

14.9M
Shares

$902 Million
0.29% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$263 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

2.89M
Shares

$175 Million
0.55% of portfolio
Cerity Partners LLC New York, NY

2.19M
Shares

$133 Million
0.28% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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