Vista Wealth Management Group, LLC American Centy ETF Tr Avantis Transaction History
Vista Wealth Management Group, LLC
- $1.32 Billion
- Q2 2024
A detailed history of Vista Wealth Management Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 862,635 shares of AVEM stock, worth $56.5 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
862,635
Previous 825,490
4.5%
Holding current value
$56.5 Million
Previous $47.8 Million
10.14%
% of portfolio
3.99%
Previous 3.77%
Shares
15 transactions
Others Institutions Holding AVEM
# of Institutions
426Shares 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