Strategic Planning Group, LLC American Centy ETF Tr Avantis Transaction History
Strategic Planning Group, LLC
- $544 Billion
- Q4 2024
A detailed history of Strategic Planning Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Strategic Planning Group, LLC holds 127,289 shares of AVUV stock, worth $12.7 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
127,289
Previous 106,315
19.73%
Holding current value
$12.7 Million
Previous $10.2 Billion
20.45%
% of portfolio
2.26%
Previous 2.01%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
772Shares Held
102MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$616 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$385 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$358 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$314 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$270 Million15.21% of portfolio