Plancorp, LLC American Centy ETF Tr Avantis Transaction History

Plancorp, LLC

$2.42 Billion
Q4 2024

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 $358,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,840

Previous 5,840 -0.0%

Holding current value

$358,167

Previous $353,000 7.93%

% 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

Clarity Asset Management, Inc. Ames, IA

276K
Shares

$17 Million
10.02% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

201K
Shares

$12.3 Million
1.19% of portfolio
Ci Private Wealth, LLC Miami, FL

181K
Shares

$11.1 Million
0.02% of portfolio
Merriman Wealth Management, LLC

68.4K
Shares

$4.19 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$4.1 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Account