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 $42.9 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
519,823
Previous 524,299
0.85%
Holding current value
$42.9 Million
Previous $50.6 Million
10.47%
% of portfolio
3.86%
Previous 4.55%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio