Executive Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Executive Wealth Management, LLC holds 258,732 shares of AVEM stock, worth $15.4 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
258,732
Previous 258,732
-0.0%
Holding current value
$15.4 Million
Previous $16.7 Million
-0.0%
% of portfolio
1.44%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
492Shares Held
107MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$989 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$824 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio