Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 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 195,556 shares of AVEM stock, worth $11.7 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
195,556
Previous 197,384
0.93%
Holding current value
$11.7 Million
Previous $12.8 Million
9.84%
% of portfolio
1.7%
Previous 1.93%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
492Shares Held
107MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$989 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$824 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio