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 5,459 shares of AVIG stock, worth $232,662. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,459
Previous 6,196
11.89%
Holding current value
$232,662
Previous $256 Million
12.89%
% of portfolio
0.12%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding AVIG
# of Institutions
96Shares Held
18.6MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.79MShares$204 Million0.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.34MShares$57.3 Million0.1% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$55.5 Million7.22% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.21MShares$51.5 Million4.92% of portfolio
-
Verus Financial Partners, Inc.1.2MShares$51.3 Million5.73% of portfolio