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 519,823 shares of AVUV stock, worth $46.4 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
519,823
Previous 524,299
0.85%
Holding current value
$46.4 Million
Previous $50.6 Million
10.47%
% of portfolio
3.86%
Previous 4.55%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
867Shares Held
120MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$392 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$314 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$288 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$242 Million14.28% of portfolio