A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 36,522 shares of AVIV stock, worth $1.87 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36,522
Previous 40,569 9.98%
Holding current value
$1.87 Million
Previous $2.13 Million 3.62%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$50.37 - $56.43 $203,847 - $228,372
-4,047 Reduced 9.98%
36,522 $2.05 Million
Q2 2024

Aug 15, 2024

BUY
$52.26 - $55.37 $1.7 Million - $1.8 Million
32,495 Added 402.46%
40,569 $2.13 Million
Q1 2024

May 10, 2024

BUY
$49.42 - $54.08 $1,729 - $1,892
35 Added 0.44%
8,074 $436,000
Q3 2023

Nov 16, 2023

SELL
$47.37 - $50.8 $100,140 - $107,391
-2,114 Reduced 20.82%
8,039 $386,000
Q1 2023

May 15, 2023

BUY
$45.01 - $49.82 $456,986 - $505,822
10,153 New
10,153 $489,000

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.