Plancorp, LLC American Centy ETF Tr Avantis Transaction History
Plancorp, LLC
- $2.44 Billion
- Q3 2024
A detailed history of Plancorp, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Plancorp, LLC holds 901,805 shares of AVDE stock, worth $56.8 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
901,805
Previous 904,924
0.34%
Holding current value
$56.8 Million
Previous $56.3 Million
7.29%
% of portfolio
2.48%
Previous 2.45%
Shares
17 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$363 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$287 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$185 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$156 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$152 Million0.24% of portfolio