Liberty Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
455Shares Held
95.1MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$966 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$866 Million0.3% of portfolio
-
Morgan Stanley New York, NY3.1MShares$194 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$159 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$141 Million1.43% of portfolio