Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,917 shares of AVEM stock, worth $178,112. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,917
Previous 2,917
-0.0%
Holding current value
$178,112
Previous $178,000
5.62%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding AVEM
# of Institutions
455Shares Held
95.1MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$940 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$843 Million0.3% of portfolio
-
Morgan Stanley New York, NY3.1MShares$189 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio