Capasso Planning Partners LLC American Centy ETF Tr Avantis Transaction History
Capasso Planning Partners LLC
- $158 Million
- Q3 2025
A detailed history of Capasso Planning Partners LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capasso Planning Partners LLC holds 6,324 shares of AVUV stock, worth $617,159. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,324Holding current value
$617,159% of portfolio
0.4%Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
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Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio