Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 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 60,565 shares of AVDV stock, worth $3.99 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

60,565

Previous 60,209 0.59%

Holding current value

$3.99 Million

Previous $4.25 Million 7.36%

% of portfolio

1.53%

Previous 1.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$63.85 - $70.4 $22,730 - $25,062	356 Added 0.59%	60,565 $3.94 Million
Q3 2024 Oct 15, 2024	BUY	$62.52 - $71.12 $73,335 - $83,423	1,173 Added 1.99%	60,209 $4.25 Million
Q2 2024 Jul 15, 2024	BUY	$63.81 - $68.36 $815,172 - $873,299	12,775 Added 27.62%	59,036 $3.83 Million
Q1 2024 Apr 19, 2024	SELL	$59.95 - $65.89 $128,772 - $141,531	-2,148 Reduced 4.44%	46,261 $3.05 Million
Q4 2023 Jan 29, 2024	BUY	$54.34 - $62.7 $2.44 Million - $2.82 Million	44,930 Added 1291.46%	48,409 $3.03 Million
Q3 2023 Oct 19, 2023	SELL	$56.69 - $60.91 $22,392 - $24,059	-395 Reduced 10.2%	3,479 $201,000
Q2 2023 Jul 20, 2023	SELL	$56.07 - $60.13 $6,504 - $6,975	-116 Reduced 2.91%	3,874 $222,000
Q1 2023 May 08, 2023	BUY	$55.2 - $60.58 $220,248 - $241,714	3,990 New	3,990 $233,000

Others Institutions Holding AVDV

# of Institutions

382

Shares Held

80M

Call Options Held

Put Options Held

200

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History