Harbor Asset Planning, Inc. American Centy ETF Tr Avantis Transaction History
Harbor Asset Planning, Inc.
- $117 Billion
- Q4 2025
A detailed history of Harbor Asset Planning, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 11,185 shares of AVUV stock, worth $1.09 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
11,185
Previous 10,947
2.17%
Holding current value
$1.09 Million
Previous $1.09 Billion
4.7%
% of portfolio
0.97%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
973Shares Held
136MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio