Financial Plan, Inc. American Centy ETF Tr Avantis Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Financial Plan, Inc. holds 18,055 shares of AVDV stock, worth $1.63 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,055Holding current value
$1.63 Million% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
559Shares Held
118MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
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Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
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Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
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Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio