Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 453,876 shares of AVEM stock, worth $26.4 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
453,876
Previous 391,556
15.92%
Holding current value
$26.4 Million
Previous $25.3 Million
5.49%
% of portfolio
0.97%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
550Shares Held
123MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$962 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$866 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$466 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$290 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$168 Million0.55% of portfolio