Annex Advisory Services, LLC American Centy ETF Tr Avantis Transaction History
Annex Advisory Services, LLC
- $3.04 Billion
- Q2 2025
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 1,767,726 shares of AVEM stock, worth $127 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
1,767,726
Previous 1,807,879
2.22%
Holding current value
$127 Million
Previous $109 Million
11.03%
% of portfolio
3.99%
Previous 3.79%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
620Shares Held
156MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.28 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.26 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.26 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$639 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$324 Million0.02% of portfolio