Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
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 14,596 shares of AVDE stock, worth $911,812. This represents 0.88% of its overall portfolio holdings.
Number of Shares
14,596
Previous 9,985
46.18%
Holding current value
$911,812
Previous $621,000
57.49%
% of portfolio
0.88%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$360 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$284 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$183 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$155 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$150 Million0.24% of portfolio