Total Wealth Planning, LLC American Centy ETF Tr Avantis Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Total Wealth Planning, LLC holds 118,933 shares of AVEM stock, worth $7.05 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
118,933
Previous 122,569
2.97%
Holding current value
$7.05 Million
Previous $7.92 Million
11.68%
% of portfolio
1.16%
Previous 1.31%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
535Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$982 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$884 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$476 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$296 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$172 Million0.55% of portfolio