Higgins & Schmidt Wealth Strategies LLC American Centy ETF Tr Avantis Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $169 Billion
- Q1 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 140,931 shares of AVEM stock, worth $8.53 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
140,931
Previous 125,128
12.63%
Holding current value
$8.53 Million
Previous $7.36 Billion
15.27%
% of portfolio
5.01%
Previous 4.59%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
566Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$302 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.3MShares$139 Million0.28% of portfolio