Orba Wealth Advisors, L.L.C. American Centy ETF Tr Avantis Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q3 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 65,221 shares of AVEM stock, worth $3.88 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
65,221
Previous 64,846
0.58%
Holding current value
$3.88 Million
Previous $3.96 Billion
6.36%
% of portfolio
2.13%
Previous 2.05%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
474Shares Held
101MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$915 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$821 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$259 Million0.02% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio
-
Cerity Partners LLC New York, NY2.13MShares$127 Million0.31% of portfolio