Ae Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ae Wealth Management LLC holds 466,122 shares of AVSC stock, worth $24.6 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
466,122
Previous 375,384
24.17%
Holding current value
$24.6 Million
Previous $18.2 Million
32.3%
% of portfolio
0.2%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding AVSC
# of Institutions
156Shares Held
39.9MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO12.6MShares$667 Million1.42% of portfolio
-
Envestnet Asset Management Inc12.6MShares$665 Million0.2% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.52MShares$186 Million9.88% of portfolio
-
Northwestern Mutual Wealth Management CO965KShares$51 Million0.04% of portfolio
-
Wealth Management Nebraska Norfolk, NE828KShares$43.7 Million10.21% of portfolio