Wr Wealth Planners, LLC American Centy ETF Tr Avantis Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,917 shares of AVEM stock, worth $177,791. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,917
Previous 2,928
0.38%
Holding current value
$177,791
Previous $169,000
5.33%
% of portfolio
0.06%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
425Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$864 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$498 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$189 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$136 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$136 Million5.0% of portfolio