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 $126 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
$126 Million
Previous $164 Million
25.31%
% of portfolio
4.14%
Previous 5.95%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
537Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$904 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$303 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio