Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 7,616 shares of AVDE stock, worth $495,420. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,616
Previous 53,917
85.87%
Holding current value
$495,420
Previous $3.36 Million
84.8%
% of portfolio
0.21%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
354Shares Held
70.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio