Morton Brown Family Wealth, LLC American Centy ETF Tr Avantis Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 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 389,572 shares of AVEM stock, worth $23.4 Million. This represents 8.95% of its overall portfolio holdings.
Number of Shares
389,572
Previous 370,157
5.25%
Holding current value
$23.4 Million
Previous $22.6 Million
11.29%
% of portfolio
8.95%
Previous 8.69%
Shares
7 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