Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geo Wealth Management, LLC holds 136,557 shares of AVEM stock, worth $8.24 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
136,557
Previous 167,868
18.65%
Holding current value
$8.24 Million
Previous $10.8 Million
25.97%
% of portfolio
0.28%
Previous 0.4%
Shares
4 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