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
672Shares Held
162MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.39 Billion8.01% of portfolio
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Bank Of America Corp Charlotte, NC17.5MShares$1.36 Billion0.09% of portfolio
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Envestnet Asset Management Inc17.5MShares$1.36 Billion0.37% of portfolio
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Mercer Global Advisors Inc Denver, CO8.9MShares$690 Million1.26% of portfolio
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Morgan Stanley New York, NY4.52MShares$351 Million0.02% of portfolio