Holos Integrated Wealth LLC American Centy ETF Tr Avantis Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 29,550 shares of AVEM stock, worth $2.29 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
29,550
Previous 29,048
1.73%
Holding current value
$2.29 Million
Previous $1.75 Billion
19.28%
% of portfolio
1.25%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
724Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio