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 9,840 shares of AVUS stock, worth $978,194. This represents 0.84% of its overall portfolio holdings.
Number of Shares
9,840
Previous 8,261
19.11%
Holding current value
$978,194
Previous $745,000
25.64%
% of portfolio
0.84%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$337 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$309 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$302 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$224 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$169 Million0.05% of portfolio