Philip James Wealth Mangement, LLC American Centy ETF Tr Avantis Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 27,862 shares of AVEM stock, worth $1.66 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
27,862Holding current value
$1.66 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
488Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$988 Million7.93% of portfolio
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Envestnet Asset Management Inc13.8MShares$823 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