Dopkins Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
A detailed history of Dopkins Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 91,191 shares of AVEM stock, worth $5.67 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
91,191
Previous 47,720
91.1%
Holding current value
$5.67 Million
Previous $3.08 Million
73.95%
% of portfolio
2.84%
Previous 2.57%
Shares
10 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.03 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$927 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$499 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$311 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$180 Million0.55% of portfolio