Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 93,636 shares of AVLV stock, worth $6.34 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
93,636
Previous 61,044
53.39%
Holding current value
$6.34 Million
Previous $3.84 Billion
60.69%
% of portfolio
3.81%
Previous 2.71%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$522 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$136 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$120 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$113 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$110 Million0.03% of portfolio