Avion Wealth American Centy ETF Tr Avantis Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avion Wealth holds 3,610 shares of AVEM stock, worth $213,387. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,610

Previous 3,610 -0.0%

Holding current value

$213,387

Previous $220,000 5.91%

% of portfolio

0.06%

Previous 0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$45.9 - $53.37 $165,699 - $192,665	3,610 New	3,610 $166,000

Others Institutions Holding AVEM

# of Institutions

469

Shares Held

99.4M

Call Options Held

Put Options Held

Savant Capital, LLC

15.4M
Shares

$910 Million
8.48% of portfolio
Envestnet Asset Management Inc

13.8M
Shares

$816 Million
0.3% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$257 Million
0.02% of portfolio
Annex Advisory Services, LLC

2.54M
Shares

$150 Million
5.95% of portfolio
Haverford Trust CO Radnor, PA

2.25M
Shares

$133 Million
1.43% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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