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 13,880 shares of AVSU stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,880Holding current value
$1.03 Million% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding AVSU
# of Institutions
79Shares Held
2.88MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA422KShares$31.2 Million17.43% of portfolio
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Merriman Wealth Management, LLC319KShares$23.6 Million0.92% of portfolio
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Silicon Hills Wealth Management, LLC Austin, TX156KShares$11.6 Million4.58% of portfolio
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Wealth Enhancement Advisory Services, LLC154KShares$11.4 Million0.02% of portfolio
-
Highland Financial Advisors, LLC137KShares$10.1 Million2.86% of portfolio