Creative Planning American Centy ETF Tr Avantis Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Creative Planning holds 1,363,621 shares of AVUS stock, worth $124 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,363,621
Previous 1,344,716
1.41%
Holding current value
$124 Million
Previous $120 Million
2.19%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
380Shares Held
75.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.3 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$277 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$266 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$247 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio