Planned Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Planned Solutions, Inc.
- $231 Million
- Q1 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 103,011 shares of AVUV stock, worth $8.38 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
103,011
Previous 100,540
2.46%
Holding current value
$8.38 Million
Previous $9.71 Million
7.72%
% of portfolio
3.88%
Previous 4.21%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
112MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$650 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$337 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$286 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$219 Million15.25% of portfolio