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 4,130 shares of AVES stock, worth $202,659. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,130
Previous 4,130
-0.0%
Holding current value
$202,659
Previous $201,000
6.97%
% of portfolio
0.19%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.61MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$38 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$35.3 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$32.2 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.9 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13 Million0.07% of portfolio