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 8,753 shares of AVEM stock, worth $524,042. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,753
Previous 8,753
-0.0%
Holding current value
$524,042
Previous $565,000
-0.0%
% of portfolio
0.02%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
469Shares Held
99.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC15.4MShares$922 Million8.48% of portfolio
-
Envestnet Asset Management Inc13.8MShares$826 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$261 Million0.02% of portfolio
-
Annex Advisory Services, LLC2.54MShares$152 Million5.95% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$135 Million1.43% of portfolio