Pds Planning, Inc American Centy ETF Tr Avantis Transaction History
Pds Planning, Inc
- $1.42 Billion
- Q3 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 583,399 shares of AVUV stock, worth $57.1 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
583,399
Previous 561,391
3.92%
Holding current value
$57.1 Million
Previous $51.1 Million
13.54%
% of portfolio
4.1%
Previous 3.87%
Shares
5 transactions
Others Institutions Holding AVUV
# of Institutions
943Shares Held
129MCall Options Held
31.1KPut Options Held
16.5K-
Creative Planning Overland Park, KS14.6MShares$1.43 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$478 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$270 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$268 Million0.02% of portfolio