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 1,335,641 shares of AVUS stock, worth $146 Million. This represents 17.14% of its overall portfolio holdings.
Number of Shares
1,335,641Holding current value
$146 Million% of portfolio
17.14%Shares
1 transactions
Others Institutions Holding AVUS
# of Institutions
525Shares Held
80.4MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC5.25MShares$573 Million3.82% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA2.91MShares$317 Million39.27% of portfolio
-
Annex Advisory Services, LLC2.46MShares$269 Million6.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio