Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,682 shares of AVLV stock, worth $412,797. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,682
Previous 5,649
0.58%
Holding current value
$412,797
Previous $385,000
6.49%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
420Shares Held
110MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA14.1MShares$1.02 Billion0.63% of portfolio
-
Envestnet Asset Management Inc10.9MShares$792 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC10.4MShares$754 Million1.15% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.57MShares$259 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.58MShares$187 Million0.06% of portfolio