Pensionmark Financial Group, LLC American Centy ETF Tr Avantis Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 152,502 shares of AVDE stock, worth $9.29 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
152,502
Previous 152,502 -0.0%
Holding current value
$9.29 Million
Previous $10.2 Million -0.0%
% of portfolio
0.33%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$60.09 - $67.67 $3.87 Million - $4.36 Million
-64,382 Reduced 29.68%
152,502 $10.2 Million
Q2 2024

Aug 14, 2024
BUY
$61.17 - $65.29 $13.3 Million - $14.2 Million
216,884 New
216,884 $13.5 Million
Q4 2023

Feb 14, 2024
BUY
$52.98 - $60.62 $8.11 Million - $9.27 Million
152,987 Added 827.45%
171,476 $10.4 Million
Q3 2023

Nov 14, 2023
BUY
$55.54 - $59.61 $723,464 - $776,479
13,026 Added 238.44%
18,489 $1.03 Million
Q2 2023

Aug 14, 2023
BUY
$55.68 - $59.23 $304,179 - $323,573
5,463 New
5,463 $313,000

Others Institutions Holding AVDE

# of Institutions
359
Shares Held
67M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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