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 183,098 shares of AVES stock, worth $9.38 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
183,098
Previous 181,162
1.07%
Holding current value
$9.38 Million
Previous $8.37 Million
3.17%
% of portfolio
1.32%
Previous 1.24%
Shares
6 transactions
Others Institutions Holding AVES
# of Institutions
129Shares Held
9.27MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO957KShares$49 Million0.03% of portfolio
-
Merriman Wealth Management, LLC798KShares$40.9 Million1.6% of portfolio
-
Empowered Funds, LLC797KShares$40.8 Million0.56% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$40.8 Million3.99% of portfolio
-
Armbruster Capital Management, Inc.321KShares$16.4 Million3.03% of portfolio