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 282,497 shares of AVDV stock, worth $18.8 Million. This represents 9.53% of its overall portfolio holdings.

Number of Shares
282,497
Previous 280,545 0.7%
Holding current value
$18.8 Million
Previous $18.2 Billion 9.56%
% of portfolio
9.53%
Previous 9.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$62.52 - $71.12 $122,039 - $138,826
1,952 Added 0.7%
282,497 $20 Billion
Q2 2024

Jul 24, 2024

BUY
$63.81 - $68.36 $382,923 - $410,228
6,001 Added 2.19%
280,545 $18.2 Billion
Q1 2024

Apr 23, 2024

BUY
$59.95 - $65.89 $514,371 - $565,336
8,580 Added 3.23%
274,544 $18.1 Billion
Q4 2023

Jan 25, 2024

SELL
$54.34 - $62.7 $1.69 Million - $1.95 Million
-31,054 Reduced 10.46%
265,964 $16.6 Billion
Q3 2023

Oct 16, 2023

BUY
$56.69 - $60.91 $1.35 Million - $1.45 Million
23,850 Added 8.73%
297,018 $17.2 Billion
Q2 2023

Jul 14, 2023

BUY
$56.07 - $60.13 $601,799 - $645,375
10,733 Added 4.09%
273,168 $15.7 Billion
Q1 2023

Apr 24, 2023

BUY
$55.2 - $60.58 $958,382 - $1.05 Million
17,362 Added 7.08%
262,435 $15.3 Billion
Q4 2022

Feb 01, 2023

BUY
$47.39 - $57.3 $11.6 Million - $14 Million
245,073 New
245,073 $13.6 Billion

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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