U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,994 shares of AVEM stock, worth $720,479. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,994
Previous 11,431
4.93%
Holding current value
$720,479
Previous $738,000
4.47%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
535Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$995 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$896 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$482 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$300 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio