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 $9.31 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
158,556
Previous 158,352
0.13%
Holding current value
$9.31 Million
Previous $9.67 Million
5.88%
% of portfolio
1.94%
Previous 1.86%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$904 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$811 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$256 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$149 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$132 Million1.43% of portfolio