Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 40 shares of AVEM stock, worth $2,500. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 36
11.11%
Holding current value
$2,500
Previous $2.03 Million
14.19%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$825 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$460 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$163 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$144 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$140 Million1.35% of portfolio