Allen Capital Group, LLC American Centy ETF Tr Avantis Transaction History
Allen Capital Group, LLC
- $855 Million
- Q3 2024
A detailed history of Allen Capital Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Allen Capital Group, LLC holds 163,713 shares of AVEM stock, worth $9.98 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
163,713
Previous 156,569
4.56%
Holding current value
$9.98 Million
Previous $9.56 Million
10.57%
% of portfolio
1.24%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$939 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$842 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$266 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio