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

Life Planning Partners, Inc

  • $129 Million
  • Q3 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 3,920 shares of AVIV stock, worth $271,381. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,920
Previous 3,920 -0.0%
Holding current value
$271,381
Previous $243,000 8.64%
% of portfolio
0.2%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$51.24 - $55.81 $10.2 Million - $11.1 Million
-199,528 Reduced 98.07%
3,920 $203,000
Q4 2024

Jan 29, 2025
BUY
$51.24 - $55.81 $10.2 Million - $11.1 Million
199,528 Added 5090.0%
203,448 $10.6 Million
Q1 2024

May 01, 2024
SELL
$49.42 - $54.08 $32,567 - $35,638
-659 Reduced 14.39%
3,920 $211,000
Q4 2023

Jan 19, 2024
BUY
$45.8 - $51.67 $105,752 - $119,306
2,309 Added 101.72%
4,579 $235,000
Q3 2022

Oct 13, 2022
BUY
$37.72 - $44.87 $45,641 - $54,292
1,210 Added 114.15%
2,270 $0
Q1 2022

Apr 25, 2022
BUY
$46.11 - $53.24 $48,876 - $56,434
1,060 New
1,060 $53,000

Others Institutions Holding AVIV

# of Institutions
155
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
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