Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 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 3,885 shares of AVDV stock, worth $271,950. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,885
Previous 3,885
-0.0%
Holding current value
$271,950
Previous $252,000
7.14%
% of portfolio
0.25%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
442Shares Held
78.5MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$692 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$673 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$412 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$220 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$181 Million1.87% of portfolio