Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 2025
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 $326,340. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,885
Previous 3,885
-0.0%
Holding current value
$326,340
Previous $270,000
14.07%
% of portfolio
0.26%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
500Shares Held
98MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS18.4MShares$1.54 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$923 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$653 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$320 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$217 Million1.87% of portfolio