Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding AVSC
# of Institutions
127Shares Held
22.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc12MShares$651 Million0.21% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.34MShares$182 Million10.53% of portfolio
-
Northwestern Mutual Wealth Management CO809KShares$44 Million0.04% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA540KShares$29.4 Million7.25% of portfolio
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Atlantic Union Bankshares Corp537KShares$29.2 Million1.78% of portfolio