Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 34,130 shares of AVIG stock, worth $1.44 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
34,130
Previous 32,201
5.99%
Holding current value
$1.44 Million
Previous $1.34 Million
7.16%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding AVIG
# of Institutions
138Shares Held
24.5MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC4.19MShares$177 Million1.48% of portfolio
-
Simplicity Wealth,Llc2.19MShares$92.6 Million4.04% of portfolio
-
Verus Financial Partners, Inc.1.35MShares$57.2 Million5.83% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.21MShares$51.1 Million6.56% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.14MShares$48 Million4.9% of portfolio