Pensionmark Financial Group, LLC American Centy ETF Tr Avantis Transaction History
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
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
Others Institutions Holding AVDV
# of Institutions
537Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio