Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 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 15,181 shares of AVDE stock, worth $988,738. This represents 0.87% of its overall portfolio holdings.
Number of Shares
15,181
Previous 931,655
98.37%
Holding current value
$988,738
Previous $57.2 Million
98.37%
% of portfolio
0.87%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
412Shares Held
78.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$398 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$321 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$297 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$220 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$173 Million17.59% of portfolio