Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 407,977 shares of AVEM stock, worth $24.2 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
407,977
Previous 418,574
2.53%
Holding current value
$24.2 Million
Previous $24.3 Billion
2.73%
% of portfolio
3.03%
Previous 3.13%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$840 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$483 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$183 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$132 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$132 Million5.0% of portfolio