Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History

Meredith Wealth Planning

  • $227 Billion
  • Q1 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 236,254 shares of AVES stock, worth $12.1 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares
236,254
Previous 229,444 2.97%
Holding current value
$12.1 Million
Previous $10.6 Billion 5.11%
% of portfolio
4.91%
Previous 4.72%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$44.71 - $48.65 $304,475 - $331,306
6,810 Added 2.97%
236,254 $11.1 Billion
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
129
Shares Held
9.27M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVES Quotes by TradingView
  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
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