Private Ocean, LLC American Centy ETF Tr Avantis Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

A detailed history of Private Ocean, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Ocean, LLC holds 293 shares of AVEM stock, worth $17,477. This represents 0.0% of its overall portfolio holdings.

Number of Shares

293

Holding current value

$17,477

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$56.42 - $62.42 $16,531 - $18,289	293 New	293 $17,000

Others Institutions Holding AVEM

# of Institutions

469

Shares Held

99.3M

Call Options Held

Put Options Held

Savant Capital, LLC

15.4M
Shares

$918 Million
8.48% of portfolio
Envestnet Asset Management Inc

13.8M
Shares

$823 Million
0.3% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$260 Million
0.02% of portfolio
Annex Advisory Services, LLC

2.54M
Shares

$151 Million
5.95% of portfolio
Haverford Trust CO Radnor, PA

2.25M
Shares

$134 Million
1.43% 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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