Us Advisors Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Us Advisors Wealth Management, LLC
- $265 Million
- Q1 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 5,745 shares of AVEM stock, worth $359,349. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,745
Previous 5,820
1.29%
Holding current value
$359,349
Previous $328,000
1.22%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.3MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$825 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$460 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$163 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$144 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$140 Million1.35% of portfolio