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 7,206 shares of AVSD stock, worth $520,057. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,206

Holding current value

$520,057

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$70.41 - $73.26 $507,374 - $527,911	7,206 New	7,206 $535 Million

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.59M

Call Options Held

Put Options Held

Willow Creek Wealth Management Inc. Sebastopol, CA

217K
Shares

$15.7 Million
1.35% of portfolio
Clarity Asset Management, Inc. Ames, IA

207K
Shares

$15 Million
8.32% of portfolio
Ci Private Wealth, LLC Miami, FL

136K
Shares

$9.82 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.93 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.83 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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