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 451,357 shares of AVUV stock, worth $42 Million. This represents 21.22% of its overall portfolio holdings.
Number of Shares
451,357
Previous 445,174
1.39%
Holding current value
$42 Million
Previous $41.7 Billion
2.93%
% of portfolio
21.22%
Previous 23.27%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$539 Million0.56% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$340 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$316 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$276 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$254 Million15.17% of portfolio