Divergent Planning, LLC American Centy ETF Tr Avantis Transaction History
Divergent Planning, LLC
- $296 Million
- Q1 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 218,852 shares of AVUS stock, worth $22 Million. This represents 6.8% of its overall portfolio holdings.
Number of Shares
218,852
Previous 215,906
1.36%
Holding current value
$22 Million
Previous $20.9 Million
4.01%
% of portfolio
6.8%
Previous 7.12%
Shares
12 transactions
Others Institutions Holding AVUS
# of Institutions
478Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$348 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$306 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$233 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$216 Million0.08% of portfolio