Resource Planning Group American Centy ETF Tr Avantis Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Resource Planning Group holds 16,775 shares of AVEM stock, worth $1.03 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
16,775Holding current value
$1.03 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
513Shares Held
112MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$912 Million0.29% of portfolio
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Morgan Stanley New York, NY4.36MShares$266 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$177 Million0.55% of portfolio
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Cerity Partners LLC New York, NY2.19MShares$134 Million0.28% of portfolio