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 1,318,746 shares of AVUS stock, worth $130 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,318,746
Previous 1,363,621
3.29%
Holding current value
$130 Million
Previous $123 Million
2.03%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio