Plancorp, LLC American Centy ETF Tr Avantis Transaction History

Plancorp, LLC

$2.51 Billion
Q1 2025

A detailed history of Plancorp, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Plancorp, LLC holds 5,840 shares of AVSD stock, worth $385,556. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,840

Previous 5,840 -0.0%

Holding current value

$385,556

Previous $325,000 7.69%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$40.03 - $48.47 $233,775 - $283,064	5,840 New	5,840 $274,000

Others Institutions Holding AVSD

# of Institutions

Shares Held

1.42M

Call Options Held

Put Options Held

Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$13.3 Million
1.19% of portfolio
Clarity Asset Management, Inc. Ames, IA

189K
Shares

$12.5 Million
7.3% of portfolio
Ci Private Wealth, LLC Miami, FL

169K
Shares

$11.1 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

88.9K
Shares

$5.87 Million
0.0% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.51 Million
0.17% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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