Walkner Condon Financial Advisors LLC American Centy ETF Tr Avantis Transaction History
Walkner Condon Financial Advisors LLC
- $612 Million
- Q3 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 148,030 shares of AVEM stock, worth $11.5 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
148,030
Previous 115,120
28.59%
Holding current value
$11.5 Million
Previous $7.89 Million
40.91%
% of portfolio
1.82%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio