Gradient Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
447Shares Held
87.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$886 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$510 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$194 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$159 Million5.95% of portfolio
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Haverford Trust CO Radnor, PA2.24MShares$140 Million1.44% of portfolio