Holistic Planning, LLC American Centy ETF Tr Avantis Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 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 8,944 shares of AVUV stock, worth $893,237. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,944Holding current value
$893,237% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
925Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
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Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
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Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio