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 5,197 shares of AVRE stock, worth $228,875. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,197
Previous 5,538
6.16%
Holding current value
$228,875
Previous $244,000
5.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVRE
# of Institutions
149Shares Held
12.3MCall Options Held
0Put Options Held
0-
Ccm Investment Group, LLC Northfield, MN1.2MShares$52.9 Million5.44% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO741KShares$32.7 Million4.02% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO635KShares$27.9 Million0.34% of portfolio
-
Nicolet Advisory Services, LLC Green Bay, WI479KShares$21.1 Million1.7% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA385KShares$17 Million3.27% of portfolio