Heritage Wealth Architects, Inc. American Centy ETF Tr Avantis Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 32,482 shares of AVEM stock, worth $1.97 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
32,482Holding current value
$1.97 Million% of portfolio
1.9%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
589Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.07 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$538 Million1.24% of portfolio
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Morgan Stanley New York, NY4.18MShares$253 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO2.39MShares$145 Million0.12% of portfolio