Resource Planning Group American Centy ETF Tr Avantis Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Resource Planning Group holds 16,775 shares of AVEM stock, worth $1.01 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
16,775Holding current value
$1.01 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$928 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$832 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$136 Million1.43% of portfolio