Poinciana Advisors Group, LLC American Centy ETF Tr Avantis Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 50,011 shares of AVEM stock, worth $3.23 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
50,011
Previous 49,478
1.08%
Holding current value
$3.23 Million
Previous $2.91 Billion
3.45%
% of portfolio
3.12%
Previous 2.95%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
589Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.15 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$971 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$574 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$270 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$154 Million0.12% of portfolio