Collaborative Wealth Managment Inc. American Centy ETF Tr Avantis Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 59,059 shares of AVEM stock, worth $3.63 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
59,059
Previous 54,302
8.76%
Holding current value
$3.63 Million
Previous $3.51 Million
1.0%
% of portfolio
1.62%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$917 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$494 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$307 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio