Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History

Meredith Wealth Planning

  • $275 Billion
  • Q2 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 82,657 shares of AVUS stock, worth $9.05 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
82,657
Previous 67,178 23.04%
Holding current value
$9.05 Million
Previous $6.21 Billion 34.28%
% of portfolio
3.03%
Previous 2.74%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$81.38 - $100.82 $1.26 Million - $1.56 Million
15,479 Added 23.04%
82,657 $8.33 Billion
Q1 2025

May 07, 2025
SELL
$90.7 - $101.57 $11,609 - $13,000
-128 Reduced 0.19%
67,178 $6.21 Billion
Q4 2024

Jan 31, 2025
SELL
$94.36 - $102.06 $13,210 - $14,288
-140 Reduced 0.21%
67,306 $6.52 Billion
Q3 2024

Oct 18, 2024
BUY
$86.27 - $95.15 $5,348 - $5,899
62 Added 0.09%
67,446 $6.42 Billion
Q2 2024

Jul 24, 2024
BUY
$84.59 - $90.63 $251,655 - $269,624
2,975 Added 4.62%
67,384 $6.08 Billion
Q1 2024

Apr 23, 2024
BUY
$79.93 - $89.5 $126,529 - $141,678
1,583 Added 2.52%
64,409 $5.76 Billion
Q4 2023

Jan 25, 2024
BUY
$69.78 - $82.0 $118,486 - $139,236
1,698 Added 2.78%
62,826 $5.12 Billion
Q3 2023

Oct 16, 2023
BUY
$72.72 - $78.49 $735,708 - $794,083
10,117 Added 19.83%
61,128 $4.48 Billion
Q2 2023

Jul 14, 2023
BUY
$68.92 - $75.19 $1.15 Million - $1.25 Million
16,689 Added 48.62%
51,011 $3.84 Billion
Q1 2023

Apr 24, 2023
BUY
$67.42 - $74.29 $2.31 Million - $2.55 Million
34,322 New
34,322 $2.43 Billion

Others Institutions Holding AVUS

# of Institutions
507
Shares Held
77.6M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUS Quotes by TradingView
  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email