Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 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 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
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$594 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$422 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$172 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$167 Million4.07% of portfolio