Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 831,724 shares of AVUV stock, worth $81.2 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

831,724

Previous 797,593 4.28%

Holding current value

$81.2 Million

Previous $72.7 Million 13.93%

% of portfolio

2.4%

Previous 2.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$90.37 - $102.12 $3.08 Million - $3.49 Million	34,131 Added 4.28%	831,724 $82.8 Million
Q2 2025 Aug 11, 2025	SELL	$75.17 - $91.21 $1.5 Million - $1.82 Million	-20,002 Reduced 2.45%	797,593 $72.7 Million
Q1 2025 Apr 28, 2025	SELL	$84.95 - $100.62 $3.63 Million - $4.3 Million	-42,773 Reduced 4.97%	817,595 $71.3 Million
Q4 2024 Feb 07, 2025	BUY	$94.37 - $106.41 $1.1 Million - $1.24 Million	11,684 Added 1.38%	860,368 $83.1 Million
Q3 2024 Nov 13, 2024	SELL	$88.24 - $99.7 $10.3 Million - $11.7 Million	-117,171 Reduced 12.13%	848,684 $81.4 Million

Q2 2024 Aug 09, 2024	BUY	$86.93 - $93.77 $7.56 Million - $8.16 Million	86,996 Added 9.9%	965,855 $86.7 Million
Q1 2024 May 02, 2024	BUY	$84.87 - $93.71 $74.6 Million - $82.4 Million	878,859 New	878,859 $82.4 Million

Others Institutions Holding AVUV

# of Institutions

960

Shares Held

135M

Call Options Held

36.9K

Put Options Held

18.5K

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
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Avantax Planning Partners, Inc. American Centy ETF Tr Avantis Transaction History