Planwiser Financial, LLC American Centy ETF Tr Avantis Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Planwiser Financial, LLC holds 48,080 shares of AVEM stock, worth $2.91 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
48,080Holding current value
$2.91 Million% of portfolio
2.69%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
577Shares Held
124MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.07 Billion8.1% of portfolio
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Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
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Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
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Morgan Stanley New York, NY4.99MShares$302 Million0.02% of portfolio
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Cerity Partners LLC New York, NY2.3MShares$139 Million0.28% of portfolio