Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History

Meredith Wealth Planning

$210 Billion
Q3 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 217,581 shares of AVES stock, worth $11.2 Million. This represents 5.41% of its overall portfolio holdings.

Number of Shares

217,581

Previous 213,202 2.05%

Holding current value

$11.2 Million

Previous $10.4 Billion 9.15%

% of portfolio

5.41%

Previous 5.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$46.0 - $52.55 $201,434 - $230,116	4,379 Added 2.05%	217,581 $11.3 Billion
Q2 2024 Jul 24, 2024	BUY	$46.2 - $50.62 $131,392 - $143,963	2,844 Added 1.35%	213,202 $10.4 Billion
Q1 2024 Apr 23, 2024	BUY	$43.35 - $47.78 $301,846 - $332,692	6,963 Added 3.42%	210,358 $9.97 Billion
Q4 2023 Jan 25, 2024	SELL	$41.72 - $46.26 $1.42 Million - $1.57 Million	-33,919 Reduced 14.29%	203,395 $9.35 Billion
Q3 2023 Oct 16, 2023	BUY	$42.94 - $46.49 $727,188 - $787,308	16,935 Added 7.68%	237,314 $10.3 Billion
Q2 2023 Jul 14, 2023	BUY	$42.0 - $45.13 $369,726 - $397,279	8,803 Added 4.16%	220,379 $9.62 Billion
Q1 2023 Apr 24, 2023	BUY	$40.93 - $45.34 $981,378 - $1.09 Million	23,977 Added 12.78%	211,576 $9.03 Billion
Q4 2022 Feb 01, 2023	BUY	$37.31 - $43.2 $7 Million - $8.1 Million	187,599 New	187,599 $7.69 Billion

Others Institutions Holding AVES

# of Institutions

111

Shares Held

6.42M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

More about AVES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Account

Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History