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 26,042 shares of AVEM stock, worth $2.02 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,042
Previous 24,171 7.74%
Holding current value
$2.02 Million
Previous $1.66 Million 18.12%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2025

BUY
$68.33 - $75.41 $127,845 - $141,092
1,871 Added 7.74%
26,042 $1.96 Million
Q2 2025

Aug 04, 2025

BUY
$53.08 - $68.54 $384,989 - $497,120
7,253 Added 42.87%
24,171 $1.66 Million
Q1 2025

Apr 29, 2025

BUY
$57.11 - $62.4 $343,059 - $374,836
6,007 Added 55.05%
16,918 $1.02 Million
Q4 2024

Feb 12, 2025

BUY
$58.59 - $66.14 $126,437 - $142,730
2,158 Added 24.65%
10,911 $641,000
Q3 2024

Nov 14, 2024

BUY
$57.2 - $65.59 $54,282 - $62,244
949 Added 12.16%
8,753 $565,000
Q2 2024

Aug 14, 2024

BUY
$56.42 - $62.42 $440,301 - $487,125
7,804 New
7,804 $476,000

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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