Angeles Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 2024
A detailed history of Angeles Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 3,648 shares of AVEM stock, worth $224,643. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,648
Previous 3,648
-0.0%
Holding current value
$224,643
Previous $235,000
8.94%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
527Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$918 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$494 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$308 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio