Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $653 Million
- Q1 2025
A detailed history of Bsw Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Bsw Wealth Partners holds 195,779 shares of AVEM stock, worth $13.6 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
195,779
Previous 195,556
0.11%
Holding current value
$13.6 Million
Previous $11.5 Million
2.47%
% of portfolio
1.81%
Previous 1.7%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
588Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.23 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$1.04 Billion0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$617 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$290 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$166 Million0.12% of portfolio