Symphony Financial, Ltd. Co. American Centy ETF Tr Avantis Transaction History
Symphony Financial, Ltd. Co.
- $619 Million
- Q4 2024
A detailed history of Symphony Financial, Ltd. Co. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 10,202 shares of AVEM stock, worth $610,487. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,202
Previous 9,221
10.64%
Holding current value
$610,487
Previous $595,000
0.67%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding AVEM
# of Institutions
484Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$991 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio