Dbk Financial Counsel, LLC American Centy ETF Tr Avantis Transaction History
Dbk Financial Counsel, LLC
- $90.1 Million
- Q2 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 9,878 shares of AVEM stock, worth $595,939. This represents 0.67% of its overall portfolio holdings.
Number of Shares
9,878
Previous 8,505
16.14%
Holding current value
$595,939
Previous $492,000
22.56%
% of portfolio
0.67%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$856 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$492 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$187 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$135 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio