Vista Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
A detailed history of Vista Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 960,483 shares of AVEM stock, worth $59.1 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
960,483
Previous 889,348
8.0%
Holding current value
$59.1 Million
Previous $57.5 Million
1.71%
% of portfolio
3.79%
Previous 3.97%
Shares
17 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$917 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$494 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$307 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio