Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 695,296 shares of AVDE stock, worth $55.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
695,296
Previous 741,046
6.17%
Holding current value
$55.2 Million
Previous $49.1 Million
4.78%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
542Shares Held
94.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.9MShares$389 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$321 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$268 Million0.14% of portfolio
-
Vantagepoint Investment Advisers LLC2.95MShares$234 Million1.98% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.81MShares$223 Million17.71% of portfolio