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 12,294 shares of AVUS stock, worth $1.11 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
12,294
Previous 9,841
24.93%
Holding current value
$1.11 Million
Previous $953,000
19.1%
% of portfolio
1.05%
Previous 0.89%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
464Shares Held
68.1MCall Options Held
1KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.23MShares$293 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$276 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$210 Million7.39% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$150 Million10.44% of portfolio