Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 110,669 shares of AVEM stock, worth $6.82 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
110,669
Previous 101,602
8.92%
Holding current value
$6.82 Million
Previous $6.56 Million
0.87%
% of portfolio
0.69%
Previous 0.71%
Shares
13 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.02 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$919 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$495 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$308 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$178 Million0.55% of portfolio