Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
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 66,551 shares of AVEM stock, worth $4.02 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
66,551
Previous 62,393
6.66%
Holding current value
$4.02 Million
Previous $3.67 Million
9.51%
% of portfolio
1.48%
Previous 1.46%
Shares
14 transactions
Others Institutions Holding AVEM
# of Institutions
546Shares Held
123MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$900 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$485 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio