Northwest Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
A detailed history of Northwest Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 150,269 shares of AVEM stock, worth $9 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
150,269
Previous 147,192
2.09%
Holding current value
$9 Million
Previous $8.99 Million
7.96%
% of portfolio
2.3%
Previous 2.36%
Shares
16 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$922 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$152 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio