Sound Income Strategies, LLC American Centy ETF Tr Avantis Transaction History
Sound Income Strategies, LLC
- $1.56 Billion
- Q1 2025
A detailed history of Sound Income Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sound Income Strategies, LLC holds 270 shares of AVEM stock, worth $15,719. This represents 0.0% of its overall portfolio holdings.
Number of Shares
270
Previous 179
50.84%
Holding current value
$15,719
Previous $10,000
60.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
549Shares Held
123MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$965 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$868 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$467 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$291 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$169 Million0.55% of portfolio