Squire Investment Management Company, LLC American Centy ETF Tr Avantis Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 4,200 shares of AVEM stock, worth $254,058. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,200
Previous 4,396
4.46%
Holding current value
$254,058
Previous $284 Million
13.05%
% of portfolio
0.11%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
508Shares Held
109MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$835 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.19MShares$133 Million1.33% of portfolio