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 20,169 shares of AVUS stock, worth $2.2 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
20,169
Previous 27,386
26.35%
Holding current value
$2.2 Million
Previous $2.98 Million
26.08%
% of portfolio
1.82%
Previous 2.31%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
527Shares Held
80.4MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC5.25MShares$573 Million3.82% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA2.91MShares$317 Million39.27% of portfolio
-
Annex Advisory Services, LLC2.46MShares$269 Million6.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio