Beverly Hills Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q3 2024
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 3,898 shares of AVEM stock, worth $232,749. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,898Holding current value
$232,749% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
492Shares Held
107MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$989 Million7.93% of portfolio
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Envestnet Asset Management Inc13.8MShares$824 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio