Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Pcg Wealth Advisors, LLC
- $257 Million
- Q4 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 7,429 shares of AVDE stock, worth $472,484. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,429
Previous 7,616
2.46%
Holding current value
$472,484
Previous $510,000
10.78%
% of portfolio
0.18%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
368Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$314 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$290 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$153 Million0.24% of portfolio