Shotwell Rutter Baer Inc American Centy ETF Tr Avantis Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q2 2024
A detailed history of Shotwell Rutter Baer Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 123,934 shares of AVEM stock, worth $7.54 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
123,934
Previous 123,023
0.74%
Holding current value
$7.54 Million
Previous $7.31 Billion
6.08%
% of portfolio
6.87%
Previous 14.82%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$862 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$496 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$188 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$136 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$136 Million5.0% of portfolio