Ruedi Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 5,332 shares of AVEM stock, worth $318,373. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,332
Previous 5,319
0.24%
Holding current value
$318,373
Previous $325 Million
6.01%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
492Shares Held
107MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$989 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$824 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio