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
567Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
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Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
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Morgan Stanley New York, NY4.99MShares$302 Million0.02% of portfolio
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Cerity Partners LLC New York, NY2.3MShares$139 Million0.28% of portfolio