Beverly Hills Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Beverly Hills Private Wealth, LLC
- $506 Billion
- Q1 2025
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 4,339 shares of AVEM stock, worth $262,552. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,339
Previous 4,381
0.96%
Holding current value
$262,552
Previous $258 Million
1.37%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
589Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.07 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$538 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$253 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$145 Million0.12% of portfolio