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 $21.5 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares

301,613

Previous 282,497 6.77%

Holding current value

$21.5 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

429

Shares Held

78.3M

Call Options Held

200

Put Options Held

500

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