Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History
Balboa Wealth Partners
- $572 Million
- Q4 2025
A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 12,989 shares of AVEM stock, worth $1.01 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,989
Previous 10,052
29.22%
Holding current value
$1.01 Million
Previous $755,000
33.38%
% of portfolio
0.18%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
742Shares Held
171MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio