Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
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 9,840 shares of AVUS stock, worth $996,004. This represents 0.84% of its overall portfolio holdings.
Number of Shares
9,840
Previous 8,261
19.11%
Holding current value
$996,004
Previous $745,000
25.64%
% of portfolio
0.84%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
410Shares Held
64.3MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.56MShares$361 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$314 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$172 Million0.05% of portfolio