Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $109 Million
- Q2 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 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
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$316 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$298 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$290 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$165 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$157 Million0.23% of portfolio