Pasadena Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Pasadena Private Wealth, LLC
- $476 Million
- Q1 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 31,911 shares of AVUV stock, worth $2.81 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
31,911
Previous 33,426
4.53%
Holding current value
$2.81 Million
Previous $3.23 Million
13.79%
% of portfolio
0.58%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
866Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$991 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$387 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$310 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$239 Million14.28% of portfolio