Capasso Planning Partners LLC American Centy ETF Tr Avantis Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capasso Planning Partners LLC holds 6,626 shares of AVIV stock, worth $352,171. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,626
Previous 6,626
-0.0%
Holding current value
$352,171
Previous $341,000
4.99%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding AVIV
# of Institutions
112Shares Held
5.36MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO930KShares$49.4 Million0.03% of portfolio
-
Atwood & Palmer Inc421KShares$22.4 Million1.63% of portfolio
-
Prairie View Partners, LLC263KShares$14 Million1.54% of portfolio
-
Financial Advisory Service, Inc.260KShares$13.8 Million1.24% of portfolio
-
Allegiance Financial Group Advisory Services LLC Vienna, VA199KShares$10.6 Million3.89% of portfolio