Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 2025
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 52,502 shares of AVEM stock, worth $4.02 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
52,502
Previous 50,011
4.98%
Holding current value
$4.02 Million
Previous $3.01 Billion
19.59%
% of portfolio
3.24%
Previous 3.12%
Shares
3 transactions
Others Institutions Holding AVEM
# of Institutions
631Shares Held
157MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.9MShares$1.37 Billion8.01% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$1.34 Billion0.09% of portfolio
-
Envestnet Asset Management Inc17.5MShares$1.34 Billion0.37% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.9MShares$681 Million1.26% of portfolio
-
Morgan Stanley New York, NY4.52MShares$346 Million0.02% of portfolio