Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $148 Billion
- Q4 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 64,847 shares of AVEM stock, worth $4 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
64,847
Previous 55,647
16.53%
Holding current value
$4 Million
Previous $3.59 Billion
5.98%
% of portfolio
2.58%
Previous 2.51%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
526Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$919 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$495 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$308 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio