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 3,885 shares of AVDV stock, worth $273,504. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,885
Previous 3,885
-0.0%
Holding current value
$273,504
Previous $255,000
1.18%
% of portfolio
0.23%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding AVDV
# of Institutions
342Shares Held
74.7MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.18 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$562 Million5.1% of portfolio
-
Creative Planning Overland Park, KS5.96MShares$420 Million0.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$166 Million9.46% of portfolio