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 $836,568. This represents 0.47% of its overall portfolio holdings.

Number of Shares

14,610

Holding current value

$836,568

% 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

163

Shares Held

40.6M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

13.7M
Shares

$787 Million
1.47% of portfolio
Envestnet Asset Management Inc

12.6M
Shares

$721 Million
0.2% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

3.52M
Shares

$201 Million
9.88% of portfolio
Northwestern Mutual Wealth Management CO

1.06M
Shares

$60.5 Million
0.04% of portfolio
Wealth Management Nebraska Norfolk, NE

828K
Shares

$47.4 Million
10.21% 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