Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,157,235 shares of AVEM stock, worth $139 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,157,235
Previous 28,277
7528.94%
Holding current value
$139 Million
Previous $1.64 Billion
89.87%
% of portfolio
0.1%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
452Shares Held
94.9MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$991 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$888 Million0.3% of portfolio
-
Morgan Stanley New York, NY3.1MShares$199 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$163 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$145 Million1.43% of portfolio