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 $8.55 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
82,657
Previous 67,178
23.04%
Holding current value
$8.55 Million
Previous $6.21 Billion
34.28%
% of portfolio
3.03%
Previous 2.74%
Shares
10 transactions
Others Institutions Holding AVUS
# of Institutions
496Shares Held
76.7MCall Options Held
1.4KPut Options Held
100-
Hb Wealth Management, LLC3.74MShares$386 Million3.07% of portfolio
-
American Century Companies Inc Kansas City, MO3.46MShares$358 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$314 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$267 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$233 Million9.89% of portfolio