Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 5,319 shares of AVEM stock, worth $320,895. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,319
Previous 5,320
0.02%
Holding current value
$320,895
Previous $308 Million
5.38%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$856 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$492 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$187 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$135 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio