Annapolis Financial Services, LLC American Centy ETF Tr Avantis Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 152,317 shares of AVEM stock, worth $9.63 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
152,317
Previous 135,065
12.77%
Holding current value
$9.63 Million
Previous $8.25 Million
19.25%
% of portfolio
3.04%
Previous 2.79%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
445Shares Held
87.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$897 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$516 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$196 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$161 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$141 Million1.44% of portfolio