Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 49,478 shares of AVEM stock, worth $2.95 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
49,478Holding current value
$2.95 Million% of portfolio
2.95%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
501Shares Held
108MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$989 Million7.93% of portfolio
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Envestnet Asset Management Inc13.8MShares$824 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio