Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 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 28,036 shares of AVRE stock, worth $1.22 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
28,036
Previous 26,905
4.2%
Holding current value
$1.22 Million
Previous $1.13 Million
6.92%
% of portfolio
1.11%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding AVRE
# of Institutions
136Shares Held
10.4MCall Options Held
0Put Options Held
0-
Empowered Funds, LLC1.19MShares$51.5 Million0.76% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO764KShares$33.1 Million4.29% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA366KShares$15.9 Million3.76% of portfolio
-
Capstone Financial Advisors, Inc. Downers Grove, IL343KShares$14.8 Million0.89% of portfolio
-
Shanker Valleau Wealth Advisors, Inc.331KShares$14.3 Million4.84% of portfolio