Physician Wealth Solutions Inc. American Centy ETF Tr Avantis Transaction History
Physician Wealth Solutions Inc.
- $201 Billion
- Q3 2024
A detailed history of Physician Wealth Solutions Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 50,460 shares of AVEM stock, worth $3.01 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
50,460
Previous 44,973
12.2%
Holding current value
$3.01 Million
Previous $2.75 Billion
15.25%
% of portfolio
1.58%
Previous 1.96%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$918 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$823 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$151 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio