Zhang Financial LLC American Centy ETF Tr Avantis Transaction History

Zhang Financial LLC

$1.73 Billion
Q4 2024

A detailed history of Zhang Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zhang Financial LLC holds 3,699 shares of AVEM stock, worth $219,017. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,699

Holding current value

$219,017

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$58.59 - $66.14 $216,724 - $244,651	3,699 New	3,699 $217,000

Others Institutions Holding AVEM

# of Institutions

487

Shares Held

106M

Call Options Held

Put Options Held

Savant Capital, LLC

16.6M
Shares

$981 Million
7.93% of portfolio
Envestnet Asset Management Inc

13.8M
Shares

$817 Million
0.3% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$258 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

2.89M
Shares

$171 Million
0.55% of portfolio
Haverford Trust CO Radnor, PA

2.25M
Shares

$133 Million
1.43% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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