Private Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
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 30,010 shares of AVEM stock, worth $1.83 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
30,010
Previous 30,145
0.45%
Holding current value
$1.83 Million
Previous $1.95 Billion
9.4%
% of portfolio
0.68%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
529Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.01 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$908 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$489 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$304 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$176 Million0.55% of portfolio