Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 37,053 shares of AVSC stock, worth $1.95 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
37,053
Previous 36,330
1.99%
Holding current value
$1.95 Million
Previous $1.81 Million
10.37%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$630 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$176 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$42.6 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$28.4 Million7.25% of portfolio
-
Atlantic Union Bankshares Corp537KShares$28.3 Million1.78% of portfolio