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 123,906 shares of AVUV stock, worth $13 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
123,906
Previous 101,950
21.54%
Holding current value
$13 Million
Previous $9.15 Billion
29.98%
% of portfolio
7.36%
Previous 6.45%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
736Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$651 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$407 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$379 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$332 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$286 Million15.21% of portfolio