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 323,385 shares of AVSF stock, worth $14.9 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
323,385
Previous 315,020
2.66%
Holding current value
$14.9 Million
Previous $14.5 Million
4.79%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding AVSF
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.39MShares$64.3 Million7.17% of portfolio
-
Simplicity Wealth,Llc477KShares$22 Million2.17% of portfolio
-
Prairie View Partners, LLC415KShares$19.2 Million2.03% of portfolio
-
Envestnet Asset Management Inc353KShares$16.3 Million0.01% of portfolio
-
Mattern Wealth Management LLC177KShares$8.18 Million1.96% of portfolio