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 177,509 shares of AVES stock, worth $9.01 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
177,509
Previous 121,496
46.1%
Holding current value
$9.01 Million
Previous $5.76 Million
50.3%
% of portfolio
1.43%
Previous 0.98%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
102Shares Held
6.04MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$38.6 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$35.8 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$26.9 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$15.3 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.4 Million0.07% of portfolio