Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 17,288 shares of AVEM stock, worth $1.06 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,288
Previous 16,581
4.26%
Holding current value
$1.06 Million
Previous $1.07 Million
5.14%
% of portfolio
0.2%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
527Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$918 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$494 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$308 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio