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 7,616 shares of AVDE stock, worth $502,046. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,616
Previous 53,917
85.87%
Holding current value
$502,046
Previous $3.36 Million
84.8%
% of portfolio
0.21%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
348Shares Held
68.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$380 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$313 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$286 Million0.67% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$163 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$163 Million0.27% of portfolio