Planned Solutions, Inc. American Centy ETF Tr Avantis Transaction History
Planned Solutions, Inc.
- $231 Million
- Q4 2024
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 100,540 shares of AVUV stock, worth $9.94 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
100,540
Previous 255
39327.45%
Holding current value
$9.94 Million
Previous $24,000
40337.5%
% of portfolio
4.21%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
745Shares Held
99.9MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$612 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$356 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$312 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$268 Million15.21% of portfolio