Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History
Comprehensive Financial Planning, Inc./Pa
- $146 Billion
- Q3 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 245 shares of AVUV stock, worth $23,909. This represents 0.02% of its overall portfolio holdings.
Number of Shares
245
Previous 246
0.41%
Holding current value
$23,909
Previous $22.4 Million
8.86%
% of portfolio
0.02%
Previous 0.02%
Shares
4 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
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio