Valued Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 147,146 shares of AVEM stock, worth $9.64 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
147,146
Previous 140,027
5.08%
Holding current value
$9.64 Million
Previous $8.12 Billion
10.76%
% of portfolio
6.17%
Previous 5.75%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$929 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$535 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$203 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$146 Million5.0% of portfolio