Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 323,385 shares of AVSF stock, worth $14.9 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
323,385
Previous 315,020
2.66%
Holding current value
$14.9 Million
Previous $14.5 Million
4.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
60Shares Held
7.29MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$121 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.1 Million7.36% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA288KShares$13.3 Million1.38% of portfolio
-
Wr Wealth Planners, LLC Columbia, MO186KShares$8.59 Million2.84% of portfolio