Concord Asset Management, Llc/Va American Centy ETF Tr Avantis Transaction History
Concord Asset Management, Llc/Va
- $665 Billion
- Q2 2025
A detailed history of Concord Asset Management, Llc/Va transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 173,145 shares of AVEM stock, worth $13.1 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
173,145
Previous 147,114
17.69%
Holding current value
$13.1 Million
Previous $8.76 Billion
35.46%
% of portfolio
1.79%
Previous 1.93%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
644Shares Held
159MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.36 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.33 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.33 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$675 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$343 Million0.02% of portfolio