Benchmark Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 4,657 shares of AVEM stock, worth $353,000. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,657
Previous 3,826
21.72%
Holding current value
$353,000
Previous $230,000
38.7%
% of portfolio
0.14%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
658Shares Held
159MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.36 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.33 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.33 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$675 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$343 Million0.02% of portfolio