Heritage Wealth Architects, Inc. American Centy ETF Tr Avantis Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 37,316 shares of AVEM stock, worth $2.89 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
37,316
Previous 34,213
9.07%
Holding current value
$2.89 Million
Previous $2.34 Billion
19.52%
% of portfolio
1.73%
Previous 1.73%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
729Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio