Collaborative Wealth Managment Inc. American Centy ETF Tr Avantis Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 3,610 shares of AVEM stock, worth $230,570. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,610
Previous 3,565
1.26%
Holding current value
$230,570
Previous $206,000
6.8%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
436Shares Held
87.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$906 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$521 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$198 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$162 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$143 Million1.44% of portfolio