Mission Wealth Management, LP American Centy ETF Tr Avantis Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 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 306,904 shares of AVEM stock, worth $18.5 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
306,904
Previous 236,643
29.69%
Holding current value
$18.5 Million
Previous $15.3 Million
18.02%
% of portfolio
0.43%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
544Shares Held
122MCall 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