Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 7,987 shares of AVEM stock, worth $491,040. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,987
Previous 4,529
76.35%
Holding current value
$491,040
Previous $288 Million
59.87%
% of portfolio
0.04%
Previous 0.03%
Shares
2 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