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 $24.4 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
372,525Holding current value
$24.4 Million% of portfolio
0.73%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$929 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$535 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$203 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$146 Million5.0% of portfolio