Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $336 Billion
- Q4 2025
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 39,759 shares of AVDE stock, worth $3.19 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
39,759
Previous 40,913
2.82%
Holding current value
$3.19 Million
Previous $3.23 Billion
1.39%
% of portfolio
0.97%
Previous 1.02%
Shares
13 transactions
Others Institutions Holding AVDE
# of Institutions
556Shares Held
110MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.1MShares$409 Million0.63% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio