Meredith Wealth Planning AMERICAN CENTY ETF TR Transaction History

Meredith Wealth Planning

  • $224 Billion
  • Q4 2024
Number of Shares
382,534
Previous 349,436 9.47%
Holding current value
$23.3 Billion
Previous $21.9 Billion 6.35%
% of portfolio
10.4%
Previous 10.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
33,098 Added 9.47%
382,534 $23.3 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
5,373 Added 1.56%
349,436 $21.9 Billion
Q2 2024

Jul 24, 2024
BUY
N/A
55,706 Added 19.32%
344,063 $20.3 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
29,545 Added 11.42%
288,357 $17.4 Billion
Q4 2023

Jan 25, 2024
BUY
N/A
227,981 Added 739.45%
258,812 $14.5 Billion
Q3 2023

Oct 16, 2023
BUY
N/A
30,831 New
30,831 $1.58 Billion
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