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

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 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 10,911 shares of AVEM stock, worth $672,554. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,911
Previous 8,753 24.65%
Holding current value
$672,554
Previous $565,000 13.45%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$58.59 - $66.14 $126,437 - $142,730
2,158 Added 24.65%
10,911 $641,000
Q3 2024

Nov 14, 2024
BUY
$57.2 - $65.59 $54,282 - $62,244
949 Added 12.16%
8,753 $565,000
Q2 2024

Aug 14, 2024
BUY
$56.42 - $62.42 $440,301 - $487,125
7,804 New
7,804 $476,000

Others Institutions Holding AVEM

# of Institutions
527
Shares Held
121M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email