Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 62,393 shares of AVEM stock, worth $3.78 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
62,393
Previous 61,067
2.17%
Holding current value
$3.78 Million
Previous $3.94 Million
7.0%
% of portfolio
1.46%
Previous 1.62%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
537Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$904 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$303 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio