Destiny Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Destiny Wealth Partners, LLC
- $528 Million
- Q3 2024
A detailed history of Destiny Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 158,556 shares of AVEM stock, worth $9.92 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
158,556
Previous 158,352
0.13%
Holding current value
$9.92 Million
Previous $9.67 Million
5.88%
% of portfolio
1.94%
Previous 1.86%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
446Shares Held
87.7MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$888 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$511 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$194 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$159 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$140 Million1.44% of portfolio