Plancorp, LLC American Centy ETF Tr Avantis Transaction History
Plancorp, LLC
- $2.3 Billion
- Q2 2024
A detailed history of Plancorp, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Plancorp, LLC holds 904,924 shares of AVDE stock, worth $58.9 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
904,924
Previous 913,252
0.91%
Holding current value
$58.9 Million
Previous $58.2 Million
3.21%
% of portfolio
2.45%
Previous 2.53%
Shares
16 transactions
Others Institutions Holding AVDE
# of Institutions
350Shares Held
69.7MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$375 Million14.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$309 Million0.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$296 Million0.69% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$161 Million18.26% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio