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 33,426 shares of AVUV stock, worth $2.99 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
33,426
Previous 29,535
13.17%
Holding current value
$2.99 Million
Previous $2.83 Million
13.87%
% of portfolio
0.7%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$714 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$370 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$315 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$309 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$241 Million15.25% of portfolio