Divergent Planning, LLC American Centy ETF Tr Avantis Transaction History
Divergent Planning, LLC
- $331 Million
- Q2 2025
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 230,313 shares of AVUS stock, worth $24.9 Million. This represents 7.02% of its overall portfolio holdings.
Number of Shares
230,313Holding current value
$24.9 Million% of portfolio
7.02%Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
506Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$403 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$375 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$327 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$279 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$244 Million9.89% of portfolio