Arq Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q1 2024
A detailed history of Arq Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 70,447 shares of AVEM stock, worth $4.3 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
70,447
Previous 54,086
30.25%
Holding current value
$4.3 Million
Previous $3.05 Million
33.91%
% of portfolio
1.83%
Previous 1.82%
Shares
9 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$806 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$450 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$160 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$141 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$136 Million1.35% of portfolio