Valmark Advisers, Inc. American Centy ETF Tr Avantis Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
A detailed history of Valmark Advisers, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valmark Advisers, Inc. holds 20,473 shares of AVEM stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
20,473
Previous 21,528
4.9%
Holding current value
$1.23 Million
Previous $1.32 Million
0.53%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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