Trace Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
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 41,941 shares of AVEM stock, worth $2.6 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
41,941Holding current value
$2.6 Million% of portfolio
2.21%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
527Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.03 Billion7.93% of portfolio
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Envestnet Asset Management Inc14.9MShares$924 Million0.29% of portfolio
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Mercer Global Advisors Inc Denver, CO8.03MShares$497 Million1.17% of portfolio
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Morgan Stanley New York, NY4.99MShares$309 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$179 Million0.55% of portfolio