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 3,605 shares of AVDV stock, worth $325,134. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,605
Previous 3,885
7.21%
Holding current value
$325,134
Previous $345,000
5.8%
% of portfolio
0.27%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding AVDV
# of Institutions
559Shares Held
118MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio