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 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
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio