Copley Financial Group, Inc. American Centy ETF Tr Avantis Transaction History

Copley Financial Group, Inc.

$110 Billion
Q3 2024

A detailed history of Copley Financial Group, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Copley Financial Group, Inc. holds 14 shares of AVEM stock, worth $847. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$847

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Dec 09, 2024	BUY	$57.2 - $65.59 $800 - $918	14 New	14 $904,000

Others Institutions Holding AVEM

# of Institutions

575

Shares Held

122M

Call Options Held

Put Options Held

Savant Capital, LLC

16.6M
Shares

$1 Billion
7.93% of portfolio
Envestnet Asset Management Inc

15M
Shares

$910 Million
0.3% of portfolio
Mercer Global Advisors Inc Denver, CO

8.03M
Shares

$486 Million
1.17% of portfolio
Morgan Stanley New York, NY

4.99M
Shares

$302 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

2.3M
Shares

$139 Million
0.28% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Copley Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Copley Financial Group, Inc. with notifications on news.

Account

Copley Financial Group, Inc. American Centy ETF Tr Avantis Transaction History