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 $1.07 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
16,775Holding current value
$1.07 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
436Shares Held
87.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$906 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$521 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$198 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$162 Million5.95% of portfolio
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Haverford Trust CO Radnor, PA2.24MShares$143 Million1.44% of portfolio