Holistic Planning, LLC American Centy ETF Tr Avantis Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Holistic Planning, LLC holds 14,268 shares of AVUV stock, worth $1.39 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,268
Previous 8,944 59.53%
Holding current value
$1.39 Million
Previous $815 Million 74.29%
% of portfolio
0.37%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$90.37 - $102.12 $481,129 - $543,686
5,324 Added 59.53%
14,268 $1.42 Billion
Q2 2025

Jul 28, 2025
BUY
$75.17 - $91.21 $672,320 - $815,782
8,944 New
8,944 $815 Million

Others Institutions Holding AVUV

# of Institutions
960
Shares Held
135M
Call Options Held
36.9K
Put Options Held
18.5K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
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