Level Financial Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Level Financial Advisors, Inc.
- $297 Million
- Q2 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 67,756 shares of AVEM stock, worth $4.72 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
67,756
Previous 66,551
1.81%
Holding current value
$4.72 Million
Previous $4.02 Million
15.58%
% of portfolio
1.56%
Previous 1.48%
Shares
15 transactions
Others Institutions Holding AVEM
# of Institutions
605Shares Held
130MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.24 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$1.05 Billion0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$619 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$291 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$167 Million0.12% of portfolio