Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 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 52,043 shares of AVEM stock, worth $3.16 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
52,043
Previous 51,114
1.82%
Holding current value
$3.16 Million
Previous $3.12 Million
7.66%
% of portfolio
0.84%
Previous 0.88%
Shares
12 transactions
Others Institutions Holding AVEM
# of Institutions
468Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$936 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$839 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$265 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$154 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$137 Million1.43% of portfolio