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 $684,373. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,431
Previous 10,298
11.0%
Holding current value
$684,373
Previous $629,000
17.33%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$922 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$152 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio