Concord Wealth Partners American Centy ETF Tr Avantis Transaction History
Concord Wealth Partners
- $548 Million
- Q1 2024
A detailed history of Concord Wealth Partners transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Concord Wealth Partners holds 223,530 shares of AVEM stock, worth $13.7 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
223,530
Previous 222,809
0.32%
Holding current value
$13.7 Million
Previous $12.6 Million
3.11%
% of portfolio
2.36%
Previous 2.54%
Shares
11 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