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 2,252 shares of AVUS stock, worth $206,711. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,252
Previous 2,273
0.92%
Holding current value
$206,711
Previous $216,000
0.93%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
461Shares Held
87.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.83 Billion3.83% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$296 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$280 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$213 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$207 Million9.89% of portfolio