Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 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 330,653 shares of AVDV stock, worth $27.8 Million. This represents 9.52% of its overall portfolio holdings.
Number of Shares
330,653
Previous 305,518
8.23%
Holding current value
$27.8 Million
Previous $21.3 Billion
23.03%
% of portfolio
9.52%
Previous 9.4%
Shares
11 transactions
Others Institutions Holding AVDV
# of Institutions
494Shares Held
96.1MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS18.4MShares$1.54 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$923 Million5.68% of portfolio
-
Jones Financial Companies Lllp7.78MShares$653 Million0.47% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$320 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$217 Million1.87% of portfolio