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 1,239,687 shares of AVUS stock, worth $125 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,239,687
Previous 1,318,746
6.0%
Holding current value
$125 Million
Previous $125 Million
4.24%
% of portfolio
0.12%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
450Shares Held
87.9MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$360 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$326 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$307 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$228 Million9.89% of portfolio