Strategic Planning Group, LLC American Centy ETF Tr Avantis Transaction History
Strategic Planning Group, LLC
- $544 Billion
- Q4 2024
A detailed history of Strategic Planning Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Planning Group, LLC holds 127,289 shares of AVUV stock, worth $11.2 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
127,289
Previous 106,315
19.73%
Holding current value
$11.2 Million
Previous $10.2 Billion
20.45%
% of portfolio
2.26%
Previous 2.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$702 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$364 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$309 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio