Wealthsource Partners, LLC American Centy ETF Tr Avantis Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,985 shares of AVEM stock, worth $301,094. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,985
Previous 5,250
5.05%
Holding current value
$301,094
Previous $277,000
1.44%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding AVEM
# of Institutions
399Shares Held
78.6MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$797 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$445 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$158 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$135 Million1.35% of portfolio
-
Annex Advisory Services, LLC2.23MShares$135 Million5.0% of portfolio