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 2,273 shares of AVUS stock, worth $226,686. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,273
Previous 3,622
37.24%
Holding current value
$226,686
Previous $326,000
33.74%
% of portfolio
0.09%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$310 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$170 Million0.05% of portfolio