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 $729,769. This represents 0.47% of its overall portfolio holdings.

Number of Shares

14,610

Holding current value

$729,769

% 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

146

Shares Held

37.4M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

12.6M
Shares

$631 Million
1.42% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$573 Million
0.19% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.42M
Shares

$171 Million
9.99% of portfolio
Northwestern Mutual Wealth Management CO

965K
Shares

$48.2 Million
0.04% of portfolio
Wealth Management Nebraska Norfolk, NE

689K
Shares

$34.4 Million
9.14% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSC

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Resource Planning Group American Centy ETF Tr Avantis Transaction History