Beacon Financial Advisory LLC American Centy ETF Tr Avantis Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,105 shares of AVEM stock, worth $396,045. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,105Holding current value
$396,045% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
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Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
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Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
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Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio