Wealthstream Advisors, Inc. American Centy ETF Tr Avantis Transaction History
Wealthstream Advisors, Inc.
- $263 Million
- Q2 2024
A detailed history of Wealthstream Advisors, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 16,503 shares of AVEM stock, worth $1.08 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
16,503
Previous 16,313
1.16%
Holding current value
$1.08 Million
Previous $945,000
6.67%
% of portfolio
0.38%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding AVEM
# of Institutions
429Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$924 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$532 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$202 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio