Wealth Plan Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 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 2,546 shares of AVUV stock, worth $254,269. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,546Holding current value
$254,269% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
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Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
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Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio