Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $2.96 Billion
- Q4 2024
A detailed history of Annex Advisory Services, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,083,961 shares of AVEM stock, worth $129 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
2,083,961
Previous 2,539,099
17.93%
Holding current value
$129 Million
Previous $164 Million
25.31%
% of portfolio
4.14%
Previous 5.95%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$922 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$496 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$309 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$179 Million0.55% of portfolio