Arcadia Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Arcadia Wealth Management, Inc.
- $147 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 36,867 shares of AVEM stock, worth $2.79 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
36,867
Previous 35,346
4.3%
Holding current value
$2.79 Million
Previous $2.13 Billion
18.81%
% of portfolio
1.72%
Previous 1.66%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
651Shares Held
159MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.36 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.33 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.33 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$675 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$343 Million0.02% of portfolio