Dbk Financial Counsel, LLC American Centy ETF Tr Avantis Transaction History
Dbk Financial Counsel, LLC
- $97.3 Million
- Q4 2024
A detailed history of Dbk Financial Counsel, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 10,308 shares of AVEM stock, worth $607,656. This represents 0.62% of its overall portfolio holdings.
Number of Shares
10,308
Previous 10,178
1.28%
Holding current value
$607,656
Previous $657,000
7.76%
% of portfolio
0.62%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
481Shares Held
104MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$977 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$814 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$257 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio