Convergence Financial, LLC American Centy ETF Tr Avantis Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Convergence Financial, LLC holds 18,377 shares of AVEM stock, worth $1.12 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,377
Previous 12,939
42.03%
Holding current value
$1.12 Million
Previous $790 Million
50.19%
% of portfolio
0.25%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$938 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$841 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$265 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio