Beverly Hills Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,381 shares of AVEM stock, worth $267,941. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,381
Previous 3,898
12.39%
Holding current value
$267,941
Previous $252 Million
2.29%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
520Shares Held
113MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$912 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$491 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$305 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$177 Million0.55% of portfolio