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 $842,099. This represents 0.51% of its overall portfolio holdings.
Number of Shares
13,226Holding current value
$842,099% of portfolio
0.51%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
447Shares Held
89MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$980 Million8.48% of portfolio
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Envestnet Asset Management Inc13.8MShares$879 Million0.3% of portfolio
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Morgan Stanley New York, NY3.1MShares$197 Million0.01% of portfolio
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Annex Advisory Services, LLC2.54MShares$162 Million5.95% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$143 Million1.43% of portfolio