Pds Planning, Inc American Centy ETF Tr Avantis Transaction History
Pds Planning, Inc
- $1.32 Billion
- Q2 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 561,391 shares of AVUV stock, worth $56.5 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
561,391
Previous 519,823
8.0%
Holding current value
$56.5 Million
Previous $45.3 Million
12.87%
% of portfolio
3.87%
Previous 3.86%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
920Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$491 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio