Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 85,731 shares of AVEM stock, worth $5.36 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
85,731
Previous 110,212
22.21%
Holding current value
$5.36 Million
Previous $6.21 Million
20.05%
% of portfolio
0.84%
Previous 1.03%
Shares
10 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.3MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$825 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$460 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$163 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$144 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$140 Million1.35% of portfolio