Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Pcg Wealth Advisors, LLC
- $221 Million
- Q2 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 3,622 shares of AVUS stock, worth $338,475. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,622
Previous 3,622
-0.0%
Holding current value
$338,475
Previous $324,000
0.62%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
381Shares Held
76MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.34 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$284 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$273 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$254 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$211 Million9.89% of portfolio