Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $220 Billion
- Q3 2025
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 22,698 shares of AVEM stock, worth $1.76 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
22,698
Previous 23,313
2.64%
Holding current value
$1.76 Million
Previous $1.6 Billion
6.31%
% of portfolio
0.78%
Previous 0.78%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
725Shares 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