Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 417,685 shares of AVEM stock, worth $24.7 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
417,685
Previous 362,931
15.09%
Holding current value
$24.7 Million
Previous $21.3 Million
17.79%
% of portfolio
3.23%
Previous 2.53%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
554Shares Held
123MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$978 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$880 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$474 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$295 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio