Foundations Investment Advisors, LLC American Centy ETF Tr Avantis Transaction History
Foundations Investment Advisors, LLC
- $3.86 Billion
- Q2 2024
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 175,290 shares of AVEM stock, worth $11.5 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
175,290
Previous 171,611
2.14%
Holding current value
$11.5 Million
Previous $9.95 Million
7.66%
% of portfolio
0.28%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$929 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$535 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$203 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$146 Million5.0% of portfolio