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 181,162 shares of AVES stock, worth $8.45 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
181,162
Previous 184,663
1.9%
Holding current value
$8.45 Million
Previous $9.63 Million
13.08%
% of portfolio
1.24%
Previous 1.46%
Shares
5 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.1 Million1.71% of portfolio
-
Empowered Funds, LLC756KShares$35.2 Million0.53% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.6 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.311KShares$14.5 Million2.93% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.3 Million0.07% of portfolio