Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 4,529 shares of AVEM stock, worth $275,951. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,529Holding current value
$275,951% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$938 Million8.48% of portfolio
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Envestnet Asset Management Inc13.8MShares$841 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$265 Million0.02% of portfolio
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Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio