Caliber Wealth Management, LLC / Ks American Centy ETF Tr Avantis Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 213,173 shares of AVEM stock, worth $16.5 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
213,173
Previous 201,730
5.67%
Holding current value
$16.5 Million
Previous $13.8 Billion
15.8%
% of portfolio
1.78%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
740Shares 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