Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History

Meredith Wealth Planning

$224 Billion
Q4 2024

A detailed history of Meredith Wealth Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Meredith Wealth Planning holds 301,613 shares of AVDV stock, worth $20.5 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares

301,613

Previous 282,497 6.77%

Holding current value

$20.5 Million

Previous $20 Billion 1.68%

% of portfolio

8.75%

Previous 9.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$63.85 - $70.4 $1.22 Million - $1.35 Million	19,116 Added 6.77%	301,613 $19.6 Billion
Q3 2024 Oct 18, 2024	BUY	$62.52 - $71.12 $122,039 - $138,826	1,952 Added 0.7%	282,497 $20 Billion
Q2 2024 Jul 24, 2024	BUY	$63.81 - $68.36 $382,923 - $410,228	6,001 Added 2.19%	280,545 $18.2 Billion
Q1 2024 Apr 23, 2024	BUY	$59.95 - $65.89 $514,371 - $565,336	8,580 Added 3.23%	274,544 $18.1 Billion
Q4 2023 Jan 25, 2024	SELL	$54.34 - $62.7 $1.69 Million - $1.95 Million	-31,054 Reduced 10.46%	265,964 $16.6 Billion
Q3 2023 Oct 16, 2023	BUY	$56.69 - $60.91 $1.35 Million - $1.45 Million	23,850 Added 8.73%	297,018 $17.2 Billion
Q2 2023 Jul 14, 2023	BUY	$56.07 - $60.13 $601,799 - $645,375	10,733 Added 4.09%	273,168 $15.7 Billion
Q1 2023 Apr 24, 2023	BUY	$55.2 - $60.58 $958,382 - $1.05 Million	17,362 Added 7.08%	262,435 $15.3 Billion
Q4 2022 Feb 01, 2023	BUY	$47.39 - $57.3 $11.6 Million - $14 Million	245,073 New	245,073 $13.6 Billion

Others Institutions Holding AVDV

# of Institutions

404

Shares Held

72.1M

Call Options Held

Put Options Held

200

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

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Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History