Lauterbach Financial Advisors, LLC American Centy ETF Tr Avantis Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 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 $341,746. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,813
Previous 5,813
-0.0%
Holding current value
$341,746
Previous $355,000
5.63%
% of portfolio
0.24%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$905 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$811 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$256 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$149 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$132 Million1.43% of portfolio