A detailed history of Pensionmark Financial Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 159,396 shares of AVDV stock, worth $14.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
159,396
Previous 138,917 14.74%
Holding current value
$14.4 Million
Previous $11 Million 28.86%
% of portfolio
0.3%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$79.24 - $89.03 $1.62 Million - $1.82 Million
20,479 Added 14.74%
159,396 $14.2 Million
Q2 2025

Aug 04, 2025

BUY
$61.76 - $79.32 $328,130 - $421,427
5,313 Added 3.98%
138,917 $11 Million
Q1 2025

Apr 29, 2025

BUY
$63.74 - $71.96 $8.52 Million - $9.61 Million
133,604 New
133,604 $9.32 Million

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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