Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 6,191 shares of AVEM stock, worth $374,617. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,191
Previous 6,184
0.11%
Holding current value
$374,617
Previous $405,000
10.12%
% of portfolio
0.12%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
572Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$302 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.3MShares$139 Million0.28% of portfolio