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 $697,766. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,985

Previous 11,700 2.44%

Holding current value

$697,766

Previous $755,000 6.75%

% of portfolio

0.27%

Previous 0.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$58.59 - $66.14 $16,698 - $18,849	285 Added 2.44%	11,985 $704,000
Q3 2024 Oct 15, 2024	BUY	$57.2 - $65.59 $4,804 - $5,509	84 Added 0.72%	11,700 $755,000
Q2 2024 Jul 15, 2024	BUY	$56.42 - $62.42 $14,499 - $16,041	257 Added 2.26%	11,616 $709,000
Q1 2024 Apr 19, 2024	SELL	$53.02 - $58.54 $61,238 - $67,613	-1,155 Reduced 9.23%	11,359 $658,000
Q4 2023 Jan 29, 2024	SELL	$51.0 - $56.39 $284,121 - $314,148	-5,571 Reduced 30.8%	12,514 $705,000
Q3 2023 Oct 19, 2023	SELL	$52.44 - $57.3 $192,979 - $210,864	-3,680 Reduced 16.91%	18,085 $954,000
Q2 2023 Jul 20, 2023	BUY	$51.46 - $55.92 $33,243 - $36,124	646 Added 3.06%	21,765 $1.17 Million
Q1 2023 May 08, 2023	BUY	$50.27 - $56.2 $166,092 - $185,684	3,304 Added 18.55%	21,119 $1.12 Million
Q4 2022 Feb 13, 2023	SELL	$44.87 - $52.64 $825,652 - $968,628	-18,401 Reduced 50.81%	17,815 $898,000
Q3 2022 Oct 12, 2022	BUY	$45.9 - $53.37 $830,331 - $965,463	18,090 Added 99.8%	36,216 $1.66 Million
Q2 2022 Jul 13, 2022	BUY	$51.44 - $61.32 $932,401 - $1.11 Million	18,126 New	18,126 $943,000

Others Institutions Holding AVEM

# of Institutions

550

Shares Held

123M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History