Black Diamond Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Black Diamond Wealth Management Inc.
- $145 Million
- Q4 2024
A detailed history of Black Diamond Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 22,719 shares of AVEM stock, worth $1.38 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
22,719
Previous 32,385
29.85%
Holding current value
$1.38 Million
Previous $2.09 Million
36.19%
% of portfolio
0.92%
Previous 1.55%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
529Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$908 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$489 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$304 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$176 Million0.55% of portfolio