Compass Ion Advisors, LLC American Centy ETF Tr Avantis Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 5,104 shares of AVEM stock, worth $354,319. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,104
Previous 4,662
9.48%
Holding current value
$354,319
Previous $274,000
12.04%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
588Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.23 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$1.04 Billion0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$617 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$290 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$166 Million0.12% of portfolio