Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 45 shares of AVEM stock, worth $2,746. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 42
7.14%
Holding current value
$2,746
Previous $2.57 Million
13.29%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
468Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$940 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$842 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$266 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio