Envestnet Asset Management Inc American Centy ETF Tr Avantis Transaction History
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
A detailed history of Envestnet Asset Management Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Envestnet Asset Management Inc holds 6,864 shares of AVSD stock, worth $458,240. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,864
Previous 5,017
36.81%
Holding current value
$458,240
Previous $279,000
47.31%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AVSD
# of Institutions
62Shares Held
1.42MCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$13.4 Million1.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA189KShares$12.6 Million7.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL169KShares$11.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL88.9KShares$5.93 Million0.0% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.56 Million0.17% of portfolio