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 67,446 shares of AVUS stock, worth $6.72 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
67,446
Previous 67,384
0.09%
Holding current value
$6.72 Million
Previous $6.08 Billion
5.6%
% of portfolio
3.06%
Previous 3.18%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
392Shares Held
76.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.43 Billion0.61% of portfolio
-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$291 Million0.17% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio