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 3,166 shares of AVSE stock, worth $207,278. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,166

Holding current value

$207,278

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$61.83 - $66.19 $195,753 - $209,557	3,166 New	3,166 $206 Million

Others Institutions Holding AVSE

# of Institutions

Shares Held

1.13M

Call Options Held

Put Options Held

Northwest & Ethical Investments L.P. Toronto, A6

224K
Shares

$14.6 Million
0.34% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

137K
Shares

$9 Million
0.76% of portfolio
Riverwater Partners LLC

118K
Shares

$7.73 Million
3.65% of portfolio
Ci Private Wealth, LLC Miami, FL

113K
Shares

$7.42 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

70.7K
Shares

$4.63 Million
0.01% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

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