Divergent Planning, LLC American Centy ETF Tr Avantis Transaction History
Divergent Planning, LLC
- $294 Million
- Q4 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 215,906 shares of AVUS stock, worth $19.6 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
215,906
Previous 211,951
1.87%
Holding current value
$19.6 Million
Previous $20.2 Million
3.77%
% of portfolio
7.12%
Previous 7.52%
Shares
11 transactions
Others Institutions Holding AVUS
# of Institutions
458Shares Held
88.3MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.81 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$323 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$275 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio