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 $124 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
$124 Million
Previous $164 Million
25.31%
% of portfolio
4.14%
Previous 5.95%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
535Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$982 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$884 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$476 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$296 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$172 Million0.55% of portfolio