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 280,545 shares of AVDV stock, worth $19.1 Million. This represents 9.55% of its overall portfolio holdings.

Number of Shares

280,545

Previous 274,544 2.19%

Holding current value

$19.1 Million

Previous $18.1 Billion 0.77%

% of portfolio

9.55%

Previous 10.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

342

Shares Held

74.7M

Call Options Held

100

Put Options Held

500

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

More about AVDV

Track This Portfolio

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.

Account

Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History