Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 26,191 shares of AVEM stock, worth $1.58 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
26,191
Previous 43,312
39.53%
Holding current value
$1.58 Million
Previous $2.65 Billion
41.81%
% of portfolio
0.81%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
543Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$900 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$485 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio