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 740,489 shares of AVSF stock, worth $34.8 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
740,489Holding current value
$34.8 Million% of portfolio
4.0%Shares
1 transactions
Others Institutions Holding AVSF
# of Institutions
70Shares Held
11.3MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.66MShares$125 Million12.11% of portfolio
-
Savant Capital, LLC2.66MShares$125 Million0.7% of portfolio
-
Verus Financial Partners, Inc.1.55MShares$72.9 Million7.11% of portfolio
-
Simplicity Wealth,Llc635KShares$29.9 Million1.89% of portfolio
-
Envestnet Asset Management Inc454KShares$21.4 Million0.01% of portfolio