Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
A detailed history of Life Planning Partners, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Life Planning Partners, Inc holds 14,596 shares of AVDE stock, worth $887,582. This represents 0.88% of its overall portfolio holdings.
Number of Shares
14,596
Previous 9,985
46.18%
Holding current value
$887,582
Previous $621,000
57.49%
% of portfolio
0.88%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
361Shares Held
67.1MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$350 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$277 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$178 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$146 Million0.24% of portfolio