Hoxton Planning & Management, LLC American Centy ETF Tr Avantis Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 13,833 shares of AVEM stock, worth $796,780. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,833
Previous 13,833
-0.0%
Holding current value
$796,780
Previous $845,000
5.68%
% of portfolio
0.35%
Previous 0.4%
Shares
5 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