Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Simplicity Wealth,Llc holds 159,572 shares of AVEM stock, worth $10.2 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
159,572
Previous 16,083
892.18%
Holding current value
$10.2 Million
Previous $982,000
949.69%
% of portfolio
0.99%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
436Shares Held
87.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$906 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$521 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$198 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$162 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$143 Million1.44% of portfolio