Harbor Asset Planning, Inc. American Centy ETF Tr Avantis Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 10,947 shares of AVUV stock, worth $1.07 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
10,947
Previous 10,911
0.33%
Holding current value
$1.07 Million
Previous $994 Million
9.61%
% of portfolio
0.97%
Previous 0.95%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio