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 5,840 shares of AVSD stock, worth $333,113. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,840

Previous 5,840 -0.0%

Holding current value

$333,113

Previous $324,000 8.95%

% 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

1.36M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

273K
Shares

$15.6 Million
11.51% of portfolio
Willow Creek Wealth Management Inc. Sebastopol, CA

196K
Shares

$11.2 Million
1.35% of portfolio
Ci Private Wealth, LLC Miami, FL

176K
Shares

$10.1 Million
0.02% of portfolio
Merriman Wealth Management, LLC

67.7K
Shares

$3.86 Million
0.17% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

66.9K
Shares

$3.81 Million
1.94% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

More about AVSD

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