Avion Wealth American Centy ETF Tr Avantis Transaction History

Avion Wealth

$439 Million
Q2 2025

A detailed history of Avion Wealth transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avion Wealth holds 3,610 shares of AVEM stock, worth $268,656. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,610

Previous 3,610 -0.0%

Holding current value

$268,656

Previous $217,000 13.82%

% of portfolio

0.06%

Previous 0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$45.9 - $53.37 $165,699 - $192,665	3,610 New	3,610 $166,000

Others Institutions Holding AVEM

# of Institutions

624

Shares Held

156M

Call Options Held

Put Options Held

Savant Capital, LLC

17.9M
Shares

$1.33 Billion
8.01% of portfolio
Bank Of America Corp Charlotte, NC

17.5M
Shares

$1.31 Billion
0.09% of portfolio
Envestnet Asset Management Inc

17.5M
Shares

$1.3 Billion
0.37% of portfolio
Mercer Global Advisors Inc Denver, CO

8.9M
Shares

$663 Million
1.26% of portfolio
Morgan Stanley New York, NY

4.52M
Shares

$337 Million
0.02% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account