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 $52 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

509,432

Holding current value

$52 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

735

Shares Held

99M

Call Options Held

18K

Put Options Held

12.3K

Creative Planning Overland Park, KS

6.19M
Shares

$631 Million
0.59% of portfolio
Lpl Financial LLC Fort Mill, SC

3.86M
Shares

$394 Million
0.17% of portfolio
Merriman Wealth Management, LLC

3.6M
Shares

$367 Million
14.61% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$322 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.71M
Shares

$277 Million
15.21% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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