U.S. Capital Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,431 shares of AVEM stock, worth $689,174. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,431
Previous 10,298
11.0%
Holding current value
$689,174
Previous $629,000
17.33%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
467Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$928 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$832 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$263 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$153 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$136 Million1.43% of portfolio