Pasadena Private Wealth, LLC American Centy ETF Tr Avantis Transaction History
Pasadena Private Wealth, LLC
- $458 Million
- Q4 2024
A detailed history of Pasadena Private Wealth, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 55,599 shares of AVLV stock, worth $3.68 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
55,599
Previous 50,150
10.87%
Holding current value
$3.68 Million
Previous $3.3 Million
12.45%
% of portfolio
0.81%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
347Shares Held
65.1MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$510 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$130 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$126 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$124 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$117 Million0.1% of portfolio