Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 372,525 shares of AVEM stock, worth $23.3 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
372,525Holding current value
$23.3 Million% of portfolio
0.73%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
446Shares Held
87.7MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$888 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$511 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$194 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$159 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$140 Million1.44% of portfolio