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 3,885 shares of AVDV stock, worth $259,984. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,885
Previous 3,885
-0.0%
Holding current value
$259,984
Previous $252,000
8.73%
% of portfolio
0.25%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.15 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$597 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$424 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$173 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$168 Million4.07% of portfolio