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 $226,979. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,252
Previous 2,273
0.92%
Holding current value
$226,979
Previous $216,000
0.93%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
407Shares Held
64.2MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$172 Million0.05% of portfolio