Assetmark, Inc American Centy ETF Tr Avantis Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Assetmark, Inc holds 15 shares of AVEM stock, worth $932. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$932

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$58.59 - $66.14 $878 - $992	15 New	15 $0
Q2 2024 Aug 13, 2024	BUY	$56.42 - $62.42 $733 - $811	13 New	13 $0

Others Institutions Holding AVEM

# of Institutions

538

Shares Held

121M

Call Options Held

Put Options Held

Savant Capital, LLC

16.6M
Shares

$1.03 Billion
7.93% of portfolio
Envestnet Asset Management Inc

14.9M
Shares

$927 Million
0.29% of portfolio
Mercer Global Advisors Inc Denver, CO

8.03M
Shares

$499 Million
1.17% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$311 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

2.89M
Shares

$180 Million
0.55% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account