Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 2025
A detailed history of Trace Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 80,611 shares of AVEM stock, worth $6 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
80,611
Previous 44,306
81.94%
Holding current value
$6 Million
Previous $2.67 Billion
107.25%
% of portfolio
4.51%
Previous 2.38%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
624Shares Held
156MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.33 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.31 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.3 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$663 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$337 Million0.02% of portfolio