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 600,852 shares of AVRE stock, worth $26.5 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

600,852

Holding current value

$26.5 Million

% of portfolio

3.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$43.28 - $45.31 $26 Million - $27.2 Million	600,852 New	600,852 $26.2 Billion

Others Institutions Holding AVRE

# of Institutions

150

Shares Held

12.4M

Call Options Held

Put Options Held

Ccm Investment Group, LLC Northfield, MN

1.2M
Shares

$52.9 Million
5.44% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

741K
Shares

$32.7 Million
4.02% of portfolio
Buckingham Strategic Partners Saint Louis, MO

635K
Shares

$27.9 Million
0.34% of portfolio
Nicolet Advisory Services, LLC Green Bay, WI

479K
Shares

$21.1 Million
1.7% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

410K
Shares

$18 Million
2.71% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

More about AVRE

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Financial Plan, Inc. American Centy ETF Tr Avantis Transaction History