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 28,980 shares of AVDE stock, worth $1.89 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
28,980
Previous 27,209 6.51%
Holding current value
$1.89 Million
Previous $1.73 Billion 4.04%
% of portfolio
0.95%
Previous 0.97%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$61.17 - $65.29 $108,332 - $115,628
1,771 Added 6.51%
28,980 $1.8 Billion
Q1 2024

Apr 23, 2024

BUY
$58.3 - $63.83 $44,891 - $49,149
770 Added 2.91%
27,209 $1.73 Billion
Q4 2023

Jan 25, 2024

BUY
$52.98 - $60.62 $109,774 - $125,604
2,072 Added 8.5%
26,439 $1.6 Billion
Q3 2023

Oct 16, 2023

BUY
$55.54 - $59.61 $176,728 - $189,679
3,182 Added 15.02%
24,367 $1.36 Billion
Q2 2023

Jul 14, 2023

BUY
$55.68 - $59.23 $586,087 - $623,454
10,526 Added 98.75%
21,185 $1.22 Billion
Q1 2023

Apr 24, 2023

BUY
$53.37 - $58.39 $311,627 - $340,939
5,839 Added 121.14%
10,659 $608 Million
Q4 2022

Feb 01, 2023

BUY
$45.5 - $54.96 $219,310 - $264,907
4,820 New
4,820 $256 Million

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

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.