Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 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 167,868 shares of AVEM stock, worth $9.67 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
167,868
Previous 91,329
83.81%
Holding current value
$9.67 Million
Previous $5.58 Million
94.37%
% of portfolio
0.4%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$887 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$795 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$251 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$146 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$130 Million1.43% of portfolio