Pds Planning, Inc American Centy ETF Tr Avantis Transaction History
Pds Planning, Inc
- $1.11 Billion
- Q4 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 524,299 shares of AVUV stock, worth $48.3 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
524,299
Previous 509,432
2.92%
Holding current value
$48.3 Million
Previous $48.9 Million
3.54%
% of portfolio
4.55%
Previous 4.44%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$736 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$382 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$324 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$248 Million15.25% of portfolio