J.W. Cole Advisors, Inc. American Centy ETF Tr Avantis Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,069 shares of AVEM stock, worth $306,725. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,069

Holding current value

$306,725

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$57.11 - $62.4 $289,490 - $316,305	5,069 New	5,069 $305,000

Others Institutions Holding AVEM

# of Institutions

589

Shares Held

128M

Call Options Held

Put Options Held

Savant Capital, LLC

17.7M
Shares

$1.07 Billion
8.1% of portfolio
Envestnet Asset Management Inc

15M
Shares

$910 Million
0.3% of portfolio
Mercer Global Advisors Inc Denver, CO

8.89M
Shares

$538 Million
1.24% of portfolio
Morgan Stanley New York, NY

4.18M
Shares

$253 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

2.39M
Shares

$145 Million
0.12% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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J.W. Cole Advisors, Inc. American Centy ETF Tr Avantis Transaction History