Capital Planning Advisors, LLC American Centy ETF Tr Avantis Transaction History
Capital Planning Advisors, LLC
- $664 Million
- Q2 2025
A detailed history of Capital Planning Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 87,018 shares of AVUV stock, worth $8.69 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
87,018Holding current value
$8.69 Million% of portfolio
1.19%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares 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