Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 140,831 shares of AVEM stock, worth $8.5 Million. This represents 5.9% of its overall portfolio holdings.
Number of Shares
140,831
Previous 147,146
4.29%
Holding current value
$8.5 Million
Previous $8.99 Billion
1.21%
% of portfolio
5.9%
Previous 6.17%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$929 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$833 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$136 Million1.43% of portfolio