Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 1,254,058 shares of AVEM stock, worth $75.1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,254,058
Previous 1,305,522
3.94%
Holding current value
$75.1 Million
Previous $79.8 Million
1.58%
% of portfolio
0.08%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$922 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$152 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio