Divergent Planning, LLC American Centy ETF Tr Avantis Transaction History
Divergent Planning, LLC
- $268 Million
- Q3 2024
A detailed history of Divergent Planning, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Divergent Planning, LLC holds 211,951 shares of AVUS stock, worth $20.7 Million. This represents 7.52% of its overall portfolio holdings.
Number of Shares
211,951
Previous 205,802
2.99%
Holding current value
$20.7 Million
Previous $18.6 Million
8.65%
% of portfolio
7.52%
Previous 7.56%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$331 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$303 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$296 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$220 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$166 Million0.05% of portfolio