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 $5 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
71,431
Previous 67,087
6.48%
Holding current value
$5 Million
Previous $3.54 Billion
13.74%
% of portfolio
0.45%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
609Shares Held
134MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.25 Billion8.01% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.23 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$622 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$293 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$167 Million0.12% of portfolio