Pds Planning, Inc American Centy ETF Tr Avantis Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

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 509,432 shares of AVUV stock, worth $51.5 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

509,432

Holding current value

$51.5 Million

% of portfolio

4.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$88.24 - $99.7 $45 Million - $50.8 Million	509,432 New	509,432 $48.9 Million

Others Institutions Holding AVUV

# of Institutions

732

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$625 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$390 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$364 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$319 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$274 Million
15.21% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account