Org Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History

Org Wealth Partners, LLC

$221 Million
Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Org Wealth Partners, LLC holds 77 shares of AVEM stock, worth $5,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,004

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$57.11 - $62.4 $4,397 - $4,804	77 New	77 $4,000

Others Institutions Holding AVEM

# of Institutions

589

Shares Held

128M

Call Options Held

Put Options Held

Savant Capital, LLC

17.7M
Shares

$1.15 Billion
8.1% of portfolio
Envestnet Asset Management Inc

15M
Shares

$977 Million
0.3% of portfolio
Mercer Global Advisors Inc Denver, CO

8.89M
Shares

$578 Million
1.24% of portfolio
Morgan Stanley New York, NY

4.18M
Shares

$272 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

2.39M
Shares

$155 Million
0.12% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

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Org Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History