First Ascent Asset Management, LLC American Centy ETF Tr Avantis Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 71,431 shares of AVEM stock, worth $4.31 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
71,431
Previous 67,087
6.48%
Holding current value
$4.31 Million
Previous $3.54 Billion
13.74%
% of portfolio
0.45%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
423Shares Held
86MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$856 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$492 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$187 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$135 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio