Pcg Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 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 16,110 shares of AVSC stock, worth $870,584. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,110
Previous 16,652
3.25%
Holding current value
$870,584
Previous $831,000
4.69%
% of portfolio
0.35%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding AVSC
# of Institutions
112Shares Held
20.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$574 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$180 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$39.6 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.2 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp505KShares$27.3 Million1.64% of portfolio