Bcr Wealth Strategies, LLC American Centy ETF Tr Avantis Transaction History
Bcr Wealth Strategies, LLC
- $212 Million
- Q3 2024
A detailed history of Bcr Wealth Strategies, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 15,438 shares of AVEM stock, worth $930,757. This represents 0.47% of its overall portfolio holdings.
Number of Shares
15,438
Previous 15,707
1.71%
Holding current value
$930,757
Previous $959,000
3.96%
% of portfolio
0.47%
Previous 0.62%
Shares
12 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$928 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$832 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$136 Million1.43% of portfolio