Mission Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Mission Wealth Management, LP
- $4.1 Billion
- Q3 2024
A detailed history of Mission Wealth Management, LP transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Mission Wealth Management, LP holds 236,643 shares of AVEM stock, worth $14.2 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
236,643
Previous 160,936
47.04%
Holding current value
$14.2 Million
Previous $9.83 Million
55.5%
% of portfolio
0.37%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$926 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$830 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$262 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio