Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History
Waterfront Wealth Inc.
- $355 Million
- Q2 2024
A detailed history of Waterfront Wealth Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Waterfront Wealth Inc. holds 51,114 shares of AVEM stock, worth $3.31 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
51,114
Previous 50,078
2.07%
Holding current value
$3.31 Million
Previous $2.9 Million
7.58%
% of portfolio
0.88%
Previous 0.81%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
426Shares Held
86.4MCall 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