Planned Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Planned Solutions, Inc.
- $237 Million
- Q2 2025
A detailed history of Planned Solutions, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Planned Solutions, Inc. holds 68,541 shares of AVUV stock, worth $6.85 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
68,541
Previous 103,011
33.46%
Holding current value
$6.85 Million
Previous $8.96 Million
30.28%
% of portfolio
2.64%
Previous 3.88%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio