Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
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 7,987 shares of AVEM stock, worth $465,003. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,987
Previous 4,529
76.35%
Holding current value
$465,003
Previous $288 Million
59.87%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
549Shares Held
123MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$965 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$868 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$467 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$291 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$169 Million0.55% of portfolio