Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History

Life Planning Partners, Inc

  • $121 Million
  • Q4 2025

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 20,291 shares of AVDE stock, worth $1.63 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
20,291
Previous 20,625 1.62%
Holding current value
$1.63 Million
Previous $1.63 Million 0.06%
% of portfolio
1.35%
Previous 1.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$77.65 - $81.2 $25,935 - $27,120
-334 Reduced 1.62%
20,291 $1.63 Million
Q3 2025

Oct 23, 2025
BUY
$73.24 - $79.04 $126,631 - $136,660
1,729 Added 9.15%
20,625 $1.63 Million
Q2 2025

Jul 21, 2025
BUY
$59.32 - $74.36 $146,283 - $183,371
2,466 Added 15.01%
18,896 $1.4 Million
Q1 2025

Apr 17, 2025
BUY
$60.63 - $68.55 $75,726 - $85,618
1,249 Added 8.23%
16,430 $1.09 Million
Q4 2024

Feb 12, 2025
SELL
$60.9 - $66.69 $55.8 Million - $61.1 Million
-916,474 Reduced 98.37%
15,181 $931,000
Q4 2024

Jan 29, 2025
BUY
$60.9 - $66.69 $55.8 Million - $61.2 Million
917,059 Added 6282.95%
931,655 $57.2 Million
Q3 2024

Oct 29, 2024
BUY
$60.09 - $67.67 $277,074 - $312,026
4,611 Added 46.18%
14,596 $978,000
Q2 2024

Jul 30, 2024
BUY
$61.17 - $65.29 $9,848 - $10,511
161 Added 1.64%
9,985 $621,000
Q1 2024

May 01, 2024
BUY
$58.3 - $63.83 $28,508 - $31,212
489 Added 5.24%
9,824 $626,000
Q4 2021

Feb 11, 2022
BUY
$60.93 - $65.74 $568,781 - $613,682
9,335 New
9,335 $592,000

Others Institutions Holding AVDE

# of Institutions
556
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email