Rockwood Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 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 394,517 shares of AVEM stock, worth $23.7 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
394,517
Previous 399,943
1.36%
Holding current value
$23.7 Million
Previous $25.8 Billion
10.29%
% of portfolio
2.5%
Previous 2.84%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
537Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$996 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$896 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$482 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$300 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio