Resource Planning Group American Centy ETF Tr Avantis Transaction History

Resource Planning Group

$158 Million
Q4 2023

A detailed history of Resource Planning Group transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Resource Planning Group holds 14,610 shares of AVSC stock, worth $823,127. This represents 0.47% of its overall portfolio holdings.

Number of Shares

14,610

Holding current value

$823,127

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$41.17 - $52.01 $601,493 - $759,866	14,610 New	14,610 $745,000

Others Institutions Holding AVSC

# of Institutions

186

Shares Held

30.9M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

14.1M
Shares

$793 Million
1.37% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.51M
Shares

$198 Million
10.01% of portfolio
Northwestern Mutual Wealth Management CO

1.11M
Shares

$62.4 Million
0.04% of portfolio
Wealth Management Nebraska Norfolk, NE

905K
Shares

$51 Million
10.74% of portfolio
Cambridge Associates LLC Boston, MA

838K
Shares

$47.2 Million
0.89% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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Resource Planning Group American Centy ETF Tr Avantis Transaction History