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 184,663 shares of AVES stock, worth $9.23 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
184,663
Previous 177,509
4.03%
Holding current value
$9.23 Million
Previous $8.65 Million
11.27%
% of portfolio
1.46%
Previous 1.43%
Shares
4 transactions
Others Institutions Holding AVES
# of Institutions
111Shares Held
6.25MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$38 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$35.2 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$26.4 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$15.1 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.2 Million0.07% of portfolio