Broadway Wealth Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Broadway Wealth Solutions, Inc.
- $161 Billion
- Q2 2025
A detailed history of Broadway Wealth Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Broadway Wealth Solutions, Inc. holds 79,869 shares of AVEM stock, worth $6.12 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
79,869
Previous 75,395
5.93%
Holding current value
$6.12 Million
Previous $4.54 Billion
20.67%
% of portfolio
3.41%
Previous 3.31%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
698Shares Held
158MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.41 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.34 Billion0.09% of portfolio
-
Envestnet Asset Management Inc10.5MShares$801 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$682 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$346 Million0.02% of portfolio