Strategic Planning Group, LLC American Centy ETF Tr Avantis Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 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 106,315 shares of AVUV stock, worth $11 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
106,315Holding current value
$11 Million% of portfolio
2.01%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
728Shares Held
95.3MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$640 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$400 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$372 Million14.61% of portfolio
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Morgan Stanley New York, NY2.97MShares$307 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$281 Million15.21% of portfolio