Planwiser Financial, LLC American Centy ETF Tr Avantis Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Planwiser Financial, LLC holds 82,663 shares of AVIG stock, worth $3.46 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
82,663
Previous 74,854 10.43%
Holding current value
$3.46 Million
Previous $3.09 Billion 12.02%
% of portfolio
2.75%
Previous 2.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$41.02 - $42.32 $320,325 - $330,476
7,809 Added 10.43%
82,663 $3.46 Billion
Q2 2025

Aug 13, 2025
SELL
$40.41 - $41.62 $302,670 - $311,733
-7,490 Reduced 9.1%
74,854 $3.09 Billion
Q1 2025

May 08, 2025
BUY
$40.06 - $41.55 $3.3 Million - $3.42 Million
82,344 New
82,344 $3.38 Billion

Others Institutions Holding AVIG

# of Institutions
136
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIG Quotes by TradingView
  • Ticker AVIG
  • Sector ETFs
  • Industry ETFs
More about AVIG
Track This Portfolio

Track Planwiser Financial, LLC Portfolio

Follow Planwiser Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Planwiser Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email