Wcg Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 93,818 shares of AVEM stock, worth $5.6 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
93,818
Previous 91,407
2.64%
Holding current value
$5.6 Million
Previous $5.58 Million
8.54%
% of portfolio
0.41%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
492Shares Held
107MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$988 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$823 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$260 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$173 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$134 Million1.43% of portfolio