Pds Planning, Inc American Centy ETF Tr Avantis Transaction History

Pds Planning, Inc

$1.17 Billion
Q1 2025

A detailed history of Pds Planning, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Pds Planning, Inc holds 14,229 shares of AVIG stock, worth $588,369. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,229

Holding current value

$588,369

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$40.06 - $41.55 $570,013 - $591,214	14,229 New	14,229 $588,000

Others Institutions Holding AVIG

# of Institutions

129

Shares Held

20.4M

Call Options Held

Put Options Held

Ae Wealth Management LLC

3.32M
Shares

$137 Million
1.3% of portfolio
Ci Private Wealth, LLC Miami, FL

1.66M
Shares

$68.5 Million
0.1% of portfolio
Verus Financial Partners, Inc.

1.27M
Shares

$52.7 Million
5.77% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

1.27M
Shares

$52.5 Million
6.9% of portfolio
Simplicity Wealth,Llc

1.03M
Shares

$42.7 Million
3.55% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIG
Sector ETFs
Industry ETFs

More about AVIG

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