Waterfront Wealth Inc. American Centy ETF Tr Avantis Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 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 53,192 shares of AVEM stock, worth $3.2 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
53,192
Previous 52,043
2.21%
Holding current value
$3.2 Million
Previous $3.36 Million
6.96%
% of portfolio
0.8%
Previous 0.84%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
537Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$996 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$896 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$482 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$300 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio