Plancorp, LLC American Centy ETF Tr Avantis Transaction History

Plancorp, LLC

$2.42 Billion
Q4 2024

A detailed history of Plancorp, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Plancorp, LLC holds 5,755 shares of AVSE stock, worth $292,411. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,755

Previous 5,755 -0.0%

Holding current value

$292,411

Previous $318,000 8.81%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$37.62 - $44.13 $216,503 - $253,968	5,755 New	5,755 $245,000

Others Institutions Holding AVSE

# of Institutions

Shares Held

755K

Call Options Held

Put Options Held

Ci Private Wealth, LLC Miami, FL

150K
Shares

$7.64 Million
0.01% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

104K
Shares

$5.27 Million
0.55% of portfolio
Jane Street Group, LLC New York, NY

84.1K
Shares

$4.27 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

75.3K
Shares

$3.83 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

43.9K
Shares

$2.23 Million
0.0% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSE
Sector ETFs
Industry ETFs

More about AVSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Account