Bergan Kdv Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
466Shares Held
97.6MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$929 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$833 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