Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $191 Billion
- Q2 2024
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
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$310 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$291 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$284 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$161 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$154 Million0.23% of portfolio