Brown Financial Advisory American Centy ETF Tr Avantis Transaction History
Brown Financial Advisory
- $129 Million
- Q1 2024
A detailed history of Brown Financial Advisory transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Brown Financial Advisory holds 49,289 shares of AVEM stock, worth $3.1 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
49,289
Previous 51,130
3.6%
Holding current value
$3.1 Million
Previous $2.88 Million
0.94%
% of portfolio
2.22%
Previous 2.35%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
390Shares Held
78.3MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$829 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$463 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$164 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$145 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$140 Million1.35% of portfolio