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 $252,214. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,885
Previous 3,885 -0.0%
Holding current value
$252,214
Previous $252,000 8.73%
% of portfolio
0.25%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$59.95 - $65.89 $11,090 - $12,189
-185 Reduced 4.55%
3,885 $255,000
Q4 2023

Jan 19, 2024

BUY
$54.34 - $62.7 $221,163 - $255,189
4,070 New
4,070 $254,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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.