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 $3.69 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
62,393
Previous 61,067
2.17%
Holding current value
$3.69 Million
Previous $3.94 Million
7.0%
% of portfolio
1.46%
Previous 1.62%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
487Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$981 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$817 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio