Wms Partners, LLC American Centy ETF Tr Avantis Transaction History
Wms Partners, LLC
- $1.4 Billion
- Q1 2024
A detailed history of Wms Partners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wms Partners, LLC holds 981,239 shares of AVEM stock, worth $61.3 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
981,239
Previous 959,697
2.24%
Holding current value
$61.3 Million
Previous $54.1 Million
5.09%
% of portfolio
4.07%
Previous 4.15%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$825 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$460 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$163 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$144 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$140 Million1.35% of portfolio