Beverly Hills Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Beverly Hills Private Wealth, LLC
- $533 Billion
- Q2 2025
A detailed history of Beverly Hills Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 3,978 shares of AVEM stock, worth $296,042. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,978
Previous 4,339
8.32%
Holding current value
$296,042
Previous $261 Million
4.43%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
624Shares Held
156MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.33 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.31 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.3 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$663 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$337 Million0.02% of portfolio