Wms Partners, LLC American Centy ETF Tr Avantis Transaction History
Wms Partners, LLC
- $1.74 Billion
- Q4 2024
A detailed history of Wms Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wms Partners, LLC holds 1,081,391 shares of AVEM stock, worth $66.8 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
1,081,391
Previous 1,044,766
3.51%
Holding current value
$66.8 Million
Previous $67.5 Million
5.8%
% of portfolio
3.66%
Previous 3.97%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$922 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$496 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$309 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$179 Million0.55% of portfolio