Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History

Meredith Wealth Planning

$224 Billion
Q4 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 229,444 shares of AVES stock, worth $10.8 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares

229,444

Previous 217,581 5.45%

Holding current value

$10.8 Million

Previous $11.3 Billion 6.56%

% of portfolio

4.72%

Previous 5.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$46.2 - $53.09 $548,070 - $629,806	11,863 Added 5.45%	229,444 $10.6 Billion
Q3 2024 Oct 18, 2024	BUY	$46.0 - $52.55 $201,434 - $230,116	4,379 Added 2.05%	217,581 $11.3 Billion
Q2 2024 Jul 24, 2024	BUY	$46.2 - $50.62 $131,392 - $143,963	2,844 Added 1.35%	213,202 $10.4 Billion
Q1 2024 Apr 23, 2024	BUY	$43.35 - $47.78 $301,846 - $332,692	6,963 Added 3.42%	210,358 $9.97 Billion
Q4 2023 Jan 25, 2024	SELL	$41.72 - $46.26 $1.42 Million - $1.57 Million	-33,919 Reduced 14.29%	203,395 $9.35 Billion
Q3 2023 Oct 16, 2023	BUY	$42.94 - $46.49 $727,188 - $787,308	16,935 Added 7.68%	237,314 $10.3 Billion
Q2 2023 Jul 14, 2023	BUY	$42.0 - $45.13 $369,726 - $397,279	8,803 Added 4.16%	220,379 $9.62 Billion
Q1 2023 Apr 24, 2023	BUY	$40.93 - $45.34 $981,378 - $1.09 Million	23,977 Added 12.78%	211,576 $9.03 Billion
Q4 2022 Feb 01, 2023	BUY	$37.31 - $43.2 $7 Million - $8.1 Million	187,599 New	187,599 $7.69 Billion

Others Institutions Holding AVES

# of Institutions

116

Shares Held

7.31M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVES
Sector ETFs
Industry ETFs

More about AVES

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Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History