Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 300 shares of AVEM stock, worth $17,952. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300Holding current value
$17,952% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
484Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$991 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio