Financial Symmetry Inc American Centy ETF Tr Avantis Transaction History
Financial Symmetry Inc
- $143 Billion
- Q3 2024
A detailed history of Financial Symmetry Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Symmetry Inc holds 55,647 shares of AVEM stock, worth $3.3 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
55,647
Previous 54,861
1.43%
Holding current value
$3.3 Million
Previous $3.35 Billion
7.26%
% of portfolio
2.51%
Previous 2.61%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$914 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$819 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$151 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio