Consolidated Planning Corp American Centy ETF Tr Avantis Transaction History
Consolidated Planning Corp
- $845 Million
 - Q3 2025
 
A detailed history of Consolidated Planning Corp transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Consolidated Planning Corp holds 481,190 shares of AVUS stock, worth $53.1 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
481,190Holding current value
$53.1 Million% of portfolio
6.19%Shares
	  1 transactions
	
  Others Institutions Holding AVUS
# of Institutions
514Shares Held
78.6MCall Options Held
0Put Options Held
0- 
    
      Hb Wealth Management, LLC4.76MShares$525 Million3.57% of portfolio
 - 
    
      American Century Companies Inc Kansas City, MO3.47MShares$383 Million0.2% of portfolio
 - 
    
      Oak Root LLC Santa Barbara, CA3.03MShares$334 Million38.18% of portfolio
 - 
    
      Annex Advisory Services, LLC2.62MShares$289 Million8.09% of portfolio
 - 
    
      Wipfli Financial Advisors Llc,2.26MShares$249 Million9.89% of portfolio