Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 42 shares of AVEM stock, worth $2,737. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 40
5.0%
Holding current value
$2,737
Previous $2.32 Million
10.7%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
429Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$924 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$532 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$202 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio