Balboa Wealth Partners American Centy ETF Tr Avantis Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Balboa Wealth Partners holds 10,052 shares of AVEM stock, worth $779,834. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,052Holding current value
$779,834% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
708Shares Held
167MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
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Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
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Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
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Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio