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 $11.8 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
195,779
Previous 195,556
0.11%
Holding current value
$11.8 Million
Previous $11.5 Million
2.47%
% of portfolio
1.81%
Previous 1.7%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
575Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$302 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.3MShares$139 Million0.28% of portfolio