Atria Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,531 shares of AVEM stock, worth $505,120. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,531
Previous 12,365
31.01%
Holding current value
$505,120
Previous $798,000
37.22%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
487Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$981 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$817 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio