Canvas Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Canvas Wealth Advisors, LLC
- $308 Million
- Q1 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 28,377 shares of AVEM stock, worth $1.74 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
28,377
Previous 25,858
9.74%
Holding current value
$1.74 Million
Previous $1.46 Million
12.76%
% of portfolio
0.53%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$809 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$452 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$160 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$142 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$137 Million1.35% of portfolio