Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 13,280 shares of AVEM stock, worth $1.01 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,280
Previous 11,036
20.33%
Holding current value
$1.01 Million
Previous $669 Million
41.49%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
623Shares Held
156MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.36 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.34 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.33 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$678 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$344 Million0.02% of portfolio