Lakeridge Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 2024
A detailed history of Lakeridge Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 7,776 shares of AVEM stock, worth $473,947. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,776
Previous 6,524
19.19%
Holding current value
$473,947
Previous $378 Million
25.62%
% of portfolio
0.29%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$864 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$498 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$189 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$136 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$136 Million5.0% of portfolio