Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 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 53 shares of AVEM stock, worth $3,275. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 45
17.78%
Holding current value
$3,275
Previous $2.91 Million
7.19%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$922 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$496 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$309 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$179 Million0.55% of portfolio