Dogwood Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Dogwood Wealth Management LLC
- $189 Billion
- Q4 2024
A detailed history of Dogwood Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 26,191 shares of AVEM stock, worth $1.59 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
26,191
Previous 43,312
39.53%
Holding current value
$1.59 Million
Previous $2.65 Billion
41.81%
% of portfolio
0.81%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
562Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc15MShares$911 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$303 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.19MShares$133 Million0.28% of portfolio