Life Planning Partners, Inc American Centy ETF Tr Avantis Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 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 26,099 shares of AVUS stock, worth $2.75 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
26,099
Previous 12,294
112.29%
Holding current value
$2.75 Million
Previous $1.14 Million
131.81%
% of portfolio
2.19%
Previous 1.05%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
503Shares Held
77MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC3.74MShares$393 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.47MShares$366 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$319 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$272 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$238 Million9.89% of portfolio