Iag Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Iag Wealth Partners, LLC
- $544 Million
- Q4 2024
A detailed history of Iag Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 71,722 shares of AVEM stock, worth $4.44 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
71,722
Previous 63,895
12.25%
Holding current value
$4.44 Million
Previous $4.13 Million
2.16%
% of portfolio
0.78%
Previous 0.77%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
527Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.03 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$924 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$497 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$309 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$179 Million0.55% of portfolio