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 16,110 shares of AVSC stock, worth $885,244. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,110
Previous 16,652
3.25%
Holding current value
$885,244
Previous $831,000
4.69%
% of portfolio
0.35%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding AVSC
# of Institutions
130Shares Held
22.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$657 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$183 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44.4 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.7 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$29.5 Million1.78% of portfolio