Jacobi Capital Management LLC American Centy ETF Tr Avantis Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 2024
A detailed history of Jacobi Capital Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Jacobi Capital Management LLC holds 7,894 shares of AVES stock, worth $369,123. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,894
Previous 5,340
47.83%
Holding current value
$369,123
Previous $260,000
58.08%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.2 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$33.6 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.7 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.2 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.3 Million0.07% of portfolio