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 $996,177. This represents 0.87% of its overall portfolio holdings.
Number of Shares
15,181
Previous 931,655
98.37%
Holding current value
$996,177
Previous $57.2 Million
98.37%
% of portfolio
0.87%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$401 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.89MShares$321 Million0.61% of portfolio
-
Annex Advisory Services, LLC3.79MShares$249 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$222 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$187 Million19.21% of portfolio