Avantax Advisory Services, Inc. American Centy ETF Tr Avantis Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 127,332 shares of AVEM stock, worth $7.59 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
127,332
Previous 80,246
58.68%
Holding current value
$7.59 Million
Previous $4.9 Million
67.79%
% of portfolio
0.06%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
488Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$987 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$822 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$172 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio