Strategic Financial Concepts, LLC American Centy ETF Tr Avantis Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 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 39,521 shares of AVEM stock, worth $2.41 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
39,521
Previous 2,157,235
98.17%
Holding current value
$2.41 Million
Previous $166 Million
1438.38%
% of portfolio
0.81%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$939 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$842 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$266 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$155 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio