Planned Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Planned Solutions, Inc.
- $231 Million
- Q4 2024
A detailed history of Planned Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Planned Solutions, Inc. holds 100,540 shares of AVUV stock, worth $9.8 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
100,540
Previous 255
39327.45%
Holding current value
$9.8 Million
Previous $24,000
40337.5%
% of portfolio
4.21%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
822Shares Held
109MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS7.99MShares$779 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$404 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$343 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$338 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$263 Million15.25% of portfolio