Avion Wealth American Centy ETF Tr Avantis Transaction History

Avion Wealth

$389 Million
Q4 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 $215,553. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,610

Previous 3,610 -0.0%

Holding current value

$215,553

Previous $233,000 9.01%

% of portfolio

0.05%

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

492

Shares Held

107M

Call Options Held

Put Options Held

Savant Capital, LLC

16.6M
Shares

$989 Million
7.93% of portfolio
Envestnet Asset Management Inc

13.8M
Shares

$824 Million
0.3% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$260 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

2.89M
Shares

$173 Million
0.55% of portfolio
Haverford Trust CO Radnor, PA

2.25M
Shares

$134 Million
1.43% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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