Creative One Wealth, LLC American Centy ETF Tr Avantis Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative One Wealth, LLC holds 133,716 shares of AVEM stock, worth $7.98 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
133,716
Previous 95,392
40.18%
Holding current value
$7.98 Million
Previous $5.83 Million
48.22%
% of portfolio
0.31%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$918 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$823 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$151 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio