Diversified Portfolios, Inc. American Centy ETF Tr Avantis Transaction History
Diversified Portfolios, Inc.
- $837 Million
- Q3 2024
A detailed history of Diversified Portfolios, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 316,120 shares of AVEM stock, worth $19.1 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
316,120
Previous 271,372
16.49%
Holding current value
$19.1 Million
Previous $16.6 Million
23.18%
% of portfolio
2.44%
Previous 1.94%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$928 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$832 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$136 Million1.43% of portfolio