Lauterbach Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lauterbach Financial Advisors, LLC
- $145 Million
- Q2 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 5,813 shares of AVEM stock, worth $378,891. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,813
Previous 4,266
36.26%
Holding current value
$378,891
Previous $247,000
43.72%
% of portfolio
0.25%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
429Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$924 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$532 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$202 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio