Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 2025
A detailed history of Life Planning Partners, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Life Planning Partners, Inc holds 16,430 shares of AVDE stock, worth $1.13 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
16,430
Previous 15,181
8.23%
Holding current value
$1.13 Million
Previous $931,000
16.86%
% of portfolio
1.0%
Previous 0.87%
Shares
7 transactions
Others Institutions Holding AVDE
# of Institutions
454Shares Held
76.9MCall Options Held
800Put Options Held
1.6K-
Wealth Enhancement Advisory Services, LLC4.73MShares$326 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$261 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$233 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$196 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$169 Million0.21% of portfolio