Wealth Management Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 2024
A detailed history of Wealth Management Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Management Partners, LLC holds 99,195 shares of AVEM stock, worth $6.07 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
99,195
Previous 99,098
0.1%
Holding current value
$6.07 Million
Previous $6.4 Million
8.9%
% of portfolio
2.55%
Previous 3.01%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
520Shares Held
113MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$912 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$491 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$305 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$177 Million0.55% of portfolio