Switch Point Financial Planning, LLC American Centy ETF Tr Avantis Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 17,977 shares of AVUS stock, worth $1.96 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
17,977
Previous 19,146
6.11%
Holding current value
$1.96 Million
Previous $1.93 Billion
1.23%
% of portfolio
1.42%
Previous 1.58%
Shares
2 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