Brown Financial Advisory American Centy ETF Tr Avantis Transaction History
Brown Financial Advisory
- $141 Million
- Q3 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 46,691 shares of AVEM stock, worth $2.82 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
46,691
Previous 49,289
5.27%
Holding current value
$2.82 Million
Previous $3.01 Million
0.17%
% of portfolio
2.13%
Previous 2.32%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$928 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$832 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$136 Million1.43% of portfolio