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 9,985 shares of AVDE stock, worth $665,899. This represents 0.57% of its overall portfolio holdings.

Number of Shares
9,985
Previous 9,824 1.64%
Holding current value
$665,899
Previous $626,000 0.8%
% of portfolio
0.57%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$61.17 - $65.29 $9,848 - $10,511
161 Added 1.64%
9,985 $621,000
Q1 2024

May 01, 2024

BUY
$58.3 - $63.83 $28,508 - $31,212
489 Added 5.24%
9,824 $626,000
Q4 2021

Feb 11, 2022

BUY
$60.93 - $65.74 $568,781 - $613,682
9,335 New
9,335 $592,000

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Life Planning Partners, Inc Portfolio

Follow Life Planning Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.