Gradient Capital Advisors, LLC American Centy ETF Tr Avantis Transaction History
Gradient Capital Advisors, LLC
- $270 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$825 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$460 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$163 Million0.01% of portfolio
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Annex Advisory Services, LLC2.31MShares$144 Million4.87% of portfolio
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Haverford Trust CO Radnor, PA2.23MShares$140 Million1.35% of portfolio