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 5,946 shares of AVLV stock, worth $431,976. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,946Holding current value
$431,976% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
430Shares Held
110MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA14.1MShares$1.02 Billion0.63% of portfolio
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Envestnet Asset Management Inc10.9MShares$792 Million0.24% of portfolio
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Wealth Enhancement Advisory Services, LLC10.4MShares$754 Million1.15% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.57MShares$259 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC2.58MShares$187 Million0.06% of portfolio