Aprio Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
A detailed history of Aprio Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 6,143 shares of AVEM stock, worth $366,429. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,143
Previous 6,143
-0.0%
Holding current value
$366,429
Previous $375,000
5.6%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$918 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$823 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$151 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio