Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
A detailed history of Private Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 30,123 shares of AVEM stock, worth $1.82 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
30,123
Previous 30,010
0.38%
Holding current value
$1.82 Million
Previous $1.76 Billion
2.73%
% of portfolio
0.67%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
575Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$302 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.3MShares$139 Million0.28% of portfolio