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 11,700 shares of AVEM stock, worth $747,279. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,700
Previous 11,616
0.72%
Holding current value
$747,279
Previous $709,000
6.49%
% of portfolio
0.31%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding AVEM
# of Institutions
436Shares Held
87.2MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$906 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$521 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$198 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.54MShares$162 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$143 Million1.44% of portfolio