Divergent Planning, LLC American Centy ETF Tr Avantis Transaction History
Divergent Planning, LLC
- $364 Million
- Q3 2025
A detailed history of Divergent Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Divergent Planning, LLC holds 237,847 shares of AVUS stock, worth $25.9 Million. This represents 7.11% of its overall portfolio holdings.
Number of Shares
237,847
Previous 230,313
3.27%
Holding current value
$25.9 Million
Previous $25 Million
3.27%
% of portfolio
7.11%
Previous 7.13%
Shares
14 transactions
Others Institutions Holding AVUS
# of Institutions
523Shares Held
78MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio