Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 342,733 shares of AVSF stock, worth $16.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
342,733
Previous 323,385
5.98%
Holding current value
$16.1 Million
Previous $15.2 Million
3.75%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding AVSF
# of Institutions
66Shares Held
8.08MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$123 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.5 Million7.57% of portfolio
-
Simplicity Wealth,Llc618KShares$29 Million2.4% of portfolio
-
Envestnet Asset Management Inc408KShares$19.2 Million0.01% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA262KShares$12.3 Million1.37% of portfolio