Sagace Wealth Management LLC American Centy ETF Tr Avantis Transaction History
Sagace Wealth Management LLC
- $130 Billion
- Q3 2024
A detailed history of Sagace Wealth Management LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sagace Wealth Management LLC holds 30,185 shares of AVEM stock, worth $1.77 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
30,185
Previous 24,339
24.02%
Holding current value
$1.77 Million
Previous $1.49 Billion
31.23%
% of portfolio
1.51%
Previous 1.46%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$904 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$811 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$256 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$149 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$132 Million1.43% of portfolio