Capital Planning Advisors, LLC American Centy ETF Tr Avantis Transaction History

Capital Planning Advisors, LLC

  • $704 Million
  • Q3 2025

A detailed history of Capital Planning Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 87,924 shares of AVUV stock, worth $8.58 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
87,924
Previous 87,018 1.04%
Holding current value
$8.58 Million
Previous $7.93 Million 10.39%
% of portfolio
1.24%
Previous 1.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$90.37 - $102.12 $81,875 - $92,520
906 Added 1.04%
87,924 $8.75 Million
Q2 2025

Aug 14, 2025
BUY
$75.17 - $91.21 $6.54 Million - $7.94 Million
87,018 New
87,018 $7.93 Million

Others Institutions Holding AVUV

# of Institutions
961
Shares Held
135M
Call Options Held
36.9K
Put Options Held
18.5K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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