Warren Averett Asset Management, LLC American Centy ETF Tr Avantis Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 193,119 shares of AVEM stock, worth $12.5 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
193,119
Previous 192,974
0.08%
Holding current value
$12.5 Million
Previous $11.2 Million
5.48%
% of portfolio
0.23%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding AVEM
# of Institutions
428Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$919 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$529 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$201 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$145 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio