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 11,985 shares of AVEM stock, worth $723,414. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,985
Previous 11,700
2.44%
Holding current value
$723,414
Previous $755,000
6.75%
% of portfolio
0.27%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding AVEM
# of Institutions
541Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$900 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$485 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$175 Million0.55% of portfolio