Waddell & Associates, LLC American Centy ETF Tr Avantis Transaction History
Waddell & Associates, LLC
- $815 Million
- Q3 2024
A detailed history of Waddell & Associates, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waddell & Associates, LLC holds 496,682 shares of AVEM stock, worth $29.2 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
496,682
Previous 478,917
3.71%
Holding current value
$29.2 Million
Previous $29.3 Million
9.67%
% of portfolio
3.94%
Previous 3.88%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
473Shares Held
100MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$906 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$812 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$256 Million0.02% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$132 Million1.43% of portfolio
-
Cerity Partners LLC New York, NY2.13MShares$126 Million0.31% of portfolio