Align Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Align Wealth Management, LLC holds 13,226 shares of AVEM stock, worth $862,070. This represents 0.51% of its overall portfolio holdings.
Number of Shares
13,226Holding current value
$862,070% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
429Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$924 Million8.52% of portfolio
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Envestnet Asset Management Inc8.16MShares$532 Million0.18% of portfolio
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Morgan Stanley New York, NY3.1MShares$202 Million0.01% of portfolio
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Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
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Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio