Cornerstone Planning Group LLC American Centy ETF Tr Avantis Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 9 shares of AVEM stock, worth $544. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$544

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$57.11 - $62.4 $513 - $561	9 New	9 $536,000

Others Institutions Holding AVEM

# of Institutions

577

Shares Held

124M

Call Options Held

Put Options Held

Savant Capital, LLC

17.7M
Shares

$1.07 Billion
8.1% 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 Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Account

Cornerstone Planning Group LLC American Centy ETF Tr Avantis Transaction History