Concord Asset Management, Llc/Va American Centy ETF Tr Avantis Transaction History
Concord Asset Management, Llc/Va
- $443 Billion
- Q3 2024
A detailed history of Concord Asset Management, Llc/Va transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 211,823 shares of AVEM stock, worth $12.9 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
211,823
Previous 205,534
3.06%
Holding current value
$12.9 Million
Previous $12.6 Billion
8.98%
% of portfolio
3.09%
Previous 3.11%
Shares
10 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$939 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