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 $24.3 Million. This represents 7.02% of its overall portfolio holdings.
Number of Shares
230,313Holding current value
$24.3 Million% of portfolio
7.02%Shares
13 transactions
Others Institutions Holding AVUS
# of Institutions
504Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
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American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
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Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
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Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
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Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio