Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 93,818 shares of AVEM stock, worth $5.61 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
93,818
Previous 91,407
2.64%
Holding current value
$5.61 Million
Previous $5.58 Million
8.54%
% of portfolio
0.41%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
477Shares Held
101MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$921 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
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio
-
Cerity Partners LLC New York, NY2.13MShares$128 Million0.31% of portfolio