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 953,900 shares of AVUS stock, worth $96 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
953,900
Previous 9,840
9594.11%
Holding current value
$96 Million
Previous $936,000
9778.31%
% of portfolio
0.68%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
416Shares Held
86.2MCall 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$313 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$306 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$227 Million9.89% of portfolio