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 121,956 shares of AVUS stock, worth $13.3 Million. This represents 10.7% of its overall portfolio holdings.
Number of Shares
121,956
Previous 115,043
6.01%
Holding current value
$13.3 Million
Previous $12 Billion
12.44%
% of portfolio
10.7%
Previous 10.22%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
522Shares Held
78.1MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC4.76MShares$519 Million3.57% of portfolio
-
American Century Companies Inc Kansas City, MO3.57MShares$390 Million0.21% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$331 Million38.18% of portfolio
-
Annex Advisory Services, LLC2.62MShares$286 Million8.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.31MShares$252 Million0.08% of portfolio