Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $316 Billion
- Q3 2025
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 583,079 shares of AVUV stock, worth $56.9 Million. This represents 18.39% of its overall portfolio holdings.
Number of Shares
583,079
Previous 565,599
3.09%
Holding current value
$56.9 Million
Previous $51.5 Billion
12.63%
% of portfolio
18.39%
Previous 18.71%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
960Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio