Divergent Planning, LLC American Centy ETF Tr Avantis Transaction History
Divergent Planning, LLC
- $246 Million
- Q2 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 205,802 shares of AVUS stock, worth $18.4 Million. This represents 7.56% of its overall portfolio holdings.
Number of Shares
205,802
Previous 201,322
2.23%
Holding current value
$18.4 Million
Previous $18 Million
3.01%
% of portfolio
7.56%
Previous 7.63%
Shares
9 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$1.28 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$273 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$262 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$243 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$202 Million9.89% of portfolio