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 10,194 shares of AVES stock, worth $523,971. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,194
Previous 21,276
52.09%
Holding current value
$523,971
Previous $1.01 Million
50.79%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding AVES
# of Institutions
104Shares Held
6.12MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$39.1 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$36.2 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$27.2 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$15.5 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.6 Million0.07% of portfolio