Comprehensive Financial Planning, Inc./Pa American Centy ETF Tr Avantis Transaction History
Comprehensive Financial Planning, Inc./Pa
- $127 Billion
- Q2 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 246 shares of AVUV stock, worth $24,568. This represents 0.02% of its overall portfolio holdings.
Number of Shares
246
Previous 245
0.41%
Holding current value
$24,568
Previous $21.4 Million
5.01%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio