Pasadena Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Pasadena Private Wealth, LLC
- $443 Million
- Q3 2024
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 50,150 shares of AVLV stock, worth $3.53 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
50,150
Previous 5,972
739.75%
Holding current value
$3.53 Million
Previous $375,000
780.27%
% of portfolio
0.74%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
306Shares Held
59MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$114 Million0.09% of portfolio