Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $13.5 Billion
- Q4 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 931,655 shares of AVDE stock, worth $59.5 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
931,655
Previous 14,596
6282.95%
Holding current value
$59.5 Million
Previous $978,000
5746.11%
% of portfolio
0.42%
Previous 0.88%
Shares
5 transactions
Others Institutions Holding AVDE
# of Institutions
380Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio