Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 352,546 shares of AVSF stock, worth $16.5 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
352,546
Previous 342,733
2.86%
Holding current value
$16.5 Million
Previous $15.8 Million
4.21%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVSF
# of Institutions
67Shares Held
8.53MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.62MShares$123 Million12.8% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.3 Million7.57% of portfolio
-
Simplicity Wealth,Llc618KShares$28.9 Million2.4% of portfolio
-
Envestnet Asset Management Inc408KShares$19.1 Million0.01% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA262KShares$12.3 Million1.37% of portfolio