Vertex Planning Partners, LLC American Centy ETF Tr Avantis Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 27,712 shares of AVEM stock, worth $2.15 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
27,712Holding current value
$2.15 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
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Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
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Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
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Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio