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 $990,297. This represents 0.84% of its overall portfolio holdings.
Number of Shares
9,840
Previous 8,261
19.11%
Holding current value
$990,297
Previous $745,000
25.64%
% of portfolio
0.84%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
412Shares Held
84.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2.01 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$359 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$312 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio