Wealthsource Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,985 shares of AVEM stock, worth $290,226. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,985
Previous 5,250
5.05%
Holding current value
$290,226
Previous $277,000
1.44%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
549Shares Held
123MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$965 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$868 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$467 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$291 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$169 Million0.55% of portfolio