Mission Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mission Wealth Management, LP holds 306,904 shares of AVEM stock, worth $18.5 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
306,904
Previous 236,643
29.69%
Holding current value
$18.5 Million
Previous $15.3 Million
18.02%
% of portfolio
0.43%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$999 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$899 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$484 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio