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

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 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 797,593 shares of AVUV stock, worth $77.1 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

797,593

Previous 817,595 2.45%

Holding current value

$77.1 Million

Previous $71.3 Million 1.95%

% of portfolio

2.34%

Previous 2.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

913

Shares Held

128M

Call Options Held

29.3K

Put Options Held

16K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

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