Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
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 304 shares of AVEM stock, worth $23,584. This represents 0.02% of its overall portfolio holdings.
Number of Shares
304
Previous 304
-0.0%
Holding current value
$23,584
Previous $20.8 Million
9.58%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
728Shares Held
170MCall 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