Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 370,157 shares of AVEM stock, worth $24 Million. This represents 8.69% of its overall portfolio holdings.
Number of Shares
370,157
Previous 357,498
3.54%
Holding current value
$24 Million
Previous $20.7 Million
9.13%
% of portfolio
8.69%
Previous 8.56%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
428Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$919 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$529 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$201 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$145 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio