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 52,101 shares of AVES stock, worth $2.41 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
52,101
Previous 55,935
6.85%
Holding current value
$2.41 Million
Previous $2.73 Million
0.37%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$35.9 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$33.3 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.4 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.2 Million0.07% of portfolio