Geo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Geo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geo Wealth Management, LLC holds 91,329 shares of AVEM stock, worth $5.92 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
91,329
Previous 75,004
21.77%
Holding current value
$5.92 Million
Previous $4.35 Million
28.34%
% of portfolio
0.25%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
428Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$919 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$529 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$201 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$145 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio