Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 34,130 shares of AVIG stock, worth $1.43 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
34,130
Previous 32,201
5.99%
Holding current value
$1.43 Million
Previous $1.34 Million
7.16%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding AVIG
# of Institutions
136Shares Held
27.1MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC5.11MShares$214 Million1.59% of portfolio
-
Envestnet Asset Management Inc1.61MShares$67.3 Million0.02% of portfolio
-
Verus Financial Partners, Inc.1.4MShares$58.7 Million5.73% of portfolio
-
Morgan Stanley New York, NY1.34MShares$56 Million0.0% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.28MShares$53.8 Million6.58% of portfolio