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

Life Planning Partners, Inc

$107 Million
Q4 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 15,181 shares of AVDE stock, worth $1.01 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

15,181

Previous 931,655 98.37%

Holding current value

$1.01 Million

Previous $57.2 Million 98.37%

% of portfolio

0.87%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$60.9 - $66.69 $55.8 Million - $61.1 Million	-916,474 Reduced 98.37%	15,181 $931,000
Q4 2024 Jan 29, 2025	BUY	$60.9 - $66.69 $55.8 Million - $61.2 Million	917,059 Added 6282.95%	931,655 $57.2 Million
Q3 2024 Oct 29, 2024	BUY	$60.09 - $67.67 $277,074 - $312,026	4,611 Added 46.18%	14,596 $978,000
Q2 2024 Jul 30, 2024	BUY	$61.17 - $65.29 $9,848 - $10,511	161 Added 1.64%	9,985 $621,000
Q1 2024 May 01, 2024	BUY	$58.3 - $63.83 $28,508 - $31,212	489 Added 5.24%	9,824 $626,000
Q4 2021 Feb 11, 2022	BUY	$60.93 - $65.74 $568,781 - $613,682	9,335 New	9,335 $592,000

Others Institutions Holding AVDE

# of Institutions

430

Shares Held

81.2M

Call Options Held

800

Put Options Held

1.6K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
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Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History