Shore Haven Wealth Partners, LLC American Centy ETF Tr Avantis Transaction History
Shore Haven Wealth Partners, LLC
- $187 Million
- Q2 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 28,298 shares of AVEM stock, worth $1.83 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
28,298
Previous 13,019
117.36%
Holding current value
$1.83 Million
Previous $754,000
129.18%
% of portfolio
0.93%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
426Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$919 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$529 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$201 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$145 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio