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 35,433 shares of AVRE stock, worth $1.56 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

35,433

Previous 31,640 11.99%

Holding current value

$1.56 Million

Previous $1.41 Million 10.87%

% of portfolio

1.29%

Previous 1.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$43.28 - $45.31 $164,161 - $171,860	3,793 Added 11.99%	35,433 $1.56 Million
Q3 2025 Oct 23, 2025	BUY	$43.53 - $45.34 $106,822 - $111,264	2,454 Added 8.41%	31,640 $1.41 Million
Q2 2025 Jul 21, 2025	BUY	$38.75 - $44.92 $44,562 - $51,658	1,150 Added 4.1%	29,186 $1.29 Million
Q1 2025 Apr 17, 2025	BUY	$40.62 - $44.31 $45,941 - $50,114	1,131 Added 4.2%	28,036 $1.21 Million
Q4 2024 Feb 12, 2025	SELL	$41.03 - $46.91 $45.2 Million - $51.6 Million	-1,100,958 Reduced 97.61%	26,905 $1.13 Million

Q4 2024 Jan 29, 2025	BUY	$41.03 - $46.91 $45.2 Million - $51.7 Million	1,102,704 Added 4382.94%	1,127,863 $47.3 Million
Q3 2024 Oct 29, 2024	BUY	$40.95 - $48.28 $1.03 Million - $1.21 Million	25,159 New	25,159 $1.19 Million

Others Institutions Holding AVRE

# of Institutions

152

Shares Held

13.1M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVRE

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