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 385,370 shares of AVUS stock, worth $42 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
385,370
Previous 366,093 5.27%
Holding current value
$42 Million
Previous $36.9 Million 13.49%
% of portfolio
0.9%
Previous 0.87%

Shares

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

Oct 15, 2025

BUY
$101.2 - $109.16 $1.95 Million - $2.1 Million
19,277 Added 5.27%
385,370 $41.9 Million
Q2 2025

Aug 04, 2025

BUY
$81.38 - $100.82 $5.32 Million - $6.59 Million
65,366 Added 21.74%
366,093 $36.9 Million
Q1 2025

Apr 29, 2025

BUY
$90.7 - $101.57 $2.51 Million - $2.81 Million
27,650 Added 10.13%
300,727 $27.8 Million
Q4 2024

Feb 12, 2025

BUY
$94.36 - $102.06 $1.52 Million - $1.64 Million
16,092 Added 6.26%
273,077 $26.5 Million
Q3 2024

Nov 14, 2024

SELL
$86.27 - $95.15 $1.6 Million - $1.77 Million
-18,571 Reduced 6.74%
256,985 $24.5 Million
Q2 2024

Aug 14, 2024

BUY
$84.59 - $90.63 $23.3 Million - $25 Million
275,556 New
275,556 $24.9 Million
Q4 2023

Feb 14, 2024

BUY
$69.78 - $82.0 $14.5 Million - $17 Million
207,349 Added 1030.46%
227,471 $18.6 Million
Q3 2023

Nov 14, 2023

BUY
$72.72 - $78.49 $976,047 - $1.05 Million
13,422 Added 200.33%
20,122 $1.47 Million
Q2 2023

Aug 14, 2023

BUY
$68.92 - $75.19 $461,764 - $503,773
6,700 New
6,700 $503,000

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
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