Haverford Trust CO American Centy ETF Tr Avantis Transaction History
Haverford Trust CO
- $9.48 Billion
- Q2 2024
A detailed history of Haverford Trust CO transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Haverford Trust CO holds 2,235,330 shares of AVEM stock, worth $146 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
2,235,330
Previous 2,232,347
0.13%
Holding current value
$146 Million
Previous $129 Million
5.54%
% of portfolio
1.44%
Previous 1.35%
Shares
7 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
-
Annex Advisory Services, LLC2.23MShares$146 Million5.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.16MShares$141 Million0.1% of portfolio