Seaside Wealth Management, Inc. American Centy ETF Tr Avantis Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 20,426 shares of AVEM stock, worth $1.21 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
20,426
Previous 21,220
3.74%
Holding current value
$1.21 Million
Previous $1.3 Million
1.77%
% of portfolio
0.5%
Previous 0.54%
Shares
9 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$914 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$819 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$151 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio