Roxbury Financial LLC American Centy ETF Tr Avantis Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Roxbury Financial LLC holds 262 shares of AVEM stock, worth $15,777. This represents 0.02% of its overall portfolio holdings.

Number of Shares

262

Holding current value

$15,777

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$58.59 - $66.14 $15,350 - $17,328	262 New	262 $16 Million

Others Institutions Holding AVEM

# of Institutions

505

Shares Held

108M

Call Options Held

Put Options Held

Savant Capital, LLC

16.6M
Shares

$998 Million
7.93% of portfolio
Envestnet Asset Management Inc

13.8M
Shares

$831 Million
0.3% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$262 Million
0.02% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

2.89M
Shares

$174 Million
0.55% of portfolio
Haverford Trust CO Radnor, PA

2.19M
Shares

$132 Million
1.33% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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