Sequent Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Sequent Asset Management, LLC
- $119 Million
- Q4 2024
A detailed history of Sequent Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Sequent Asset Management, LLC holds 4,328 shares of AVSC stock, worth $238,083. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,328
Previous 3,873
11.75%
Holding current value
$238,083
Previous $209,000
12.44%
% of portfolio
0.2%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding AVSC
# of Institutions
144Shares Held
23.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$658 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.36MShares$185 Million10.71% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44.5 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp566KShares$31.1 Million1.91% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA564KShares$31 Million7.51% of portfolio