Pasadena Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Pasadena Private Wealth, LLC
- $574 Million
- Q3 2025
A detailed history of Pasadena Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 312,781 shares of AVEM stock, worth $24.3 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
312,781
Previous 281,744
11.02%
Holding current value
$24.3 Million
Previous $19.3 Million
21.66%
% of portfolio
4.1%
Previous 3.86%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
729Shares Held
170MCall Options Held
0Put Options Held
0-
Savant Capital, LLC18.5MShares$1.43 Billion7.78% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$1.43 Billion0.1% of portfolio
-
Envestnet Asset Management Inc10.5MShares$811 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO9.21MShares$714 Million1.18% of portfolio
-
Morgan Stanley New York, NY5.03MShares$390 Million0.02% of portfolio