Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $661 Million
- Q3 2024
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 197,384 shares of AVEM stock, worth $12.1 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
197,384
Previous 191,151
3.26%
Holding current value
$12.1 Million
Previous $11.7 Million
9.2%
% of portfolio
1.93%
Previous 1.93%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$940 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$843 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$266 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio