Modern Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,009 shares of AVEM stock, worth $257,818. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,009
Previous 4,009
-0.0%
Holding current value
$257,818
Previous $241 Million
99.9%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
590Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.14 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$967 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$572 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$269 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$154 Million0.12% of portfolio