Cornerstone Planning Group LLC American Centy ETF Tr Avantis Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 933 shares of AVDV stock, worth $84,147. This represents 0.01% of its overall portfolio holdings.
Number of Shares
933
Previous 554
68.41%
Holding current value
$84,147
Previous $45.2 Million
85.35%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVDV
# of Institutions
537Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio