Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 148,664 shares of AVEM stock, worth $8.96 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
148,664
Previous 140,831
5.56%
Holding current value
$8.96 Million
Previous $9.1 Billion
3.93%
% of portfolio
5.48%
Previous 5.9%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$999 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$899 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$484 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio