Bsw Wealth Partners American Centy ETF Tr Avantis Transaction History
Bsw Wealth Partners
- $606 Million
- Q2 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 191,151 shares of AVEM stock, worth $11.5 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
191,151
Previous 131,493
45.37%
Holding current value
$11.5 Million
Previous $7.62 Million
53.22%
% of portfolio
1.93%
Previous 1.3%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$856 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$492 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$187 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$135 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio