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 $3.35 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
50,150
Previous 5,972
739.75%
Holding current value
$3.35 Million
Previous $375,000
780.27%
% of portfolio
0.74%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$515 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$134 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$118 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$111 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$108 Million0.03% of portfolio