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 112,980 shares of AVIG stock, worth $4.73 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
112,980Holding current value
$4.73 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding AVIG
# of Institutions
144Shares Held
28.6MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC6.09MShares$255 Million1.71% of portfolio
-
Envestnet Asset Management Inc1.61MShares$67.3 Million0.02% of portfolio
-
Verus Financial Partners, Inc.1.4MShares$58.7 Million5.73% of portfolio
-
Morgan Stanley New York, NY1.34MShares$56 Million0.0% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.28MShares$53.8 Million6.58% of portfolio