Meredith Wealth Planning AMERICAN CENTY ETF TR Transaction History

Meredith Wealth Planning

  • $227 Billion
  • Q1 2025
Number of Shares
395,336
Previous 382,534 3.35%
Holding current value
$24 Billion
Previous $23.3 Billion 2.99%
% of portfolio
10.6%
Previous 10.4%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
N/A
12,802 Added 3.35%
395,336 $24 Billion
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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