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 565,599 shares of AVUV stock, worth $52.8 Million. This represents 18.71% of its overall portfolio holdings.
Number of Shares
565,599
Previous 479,513
17.95%
Holding current value
$52.8 Million
Previous $41.8 Billion
23.27%
% of portfolio
18.71%
Previous 18.44%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
875Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$410 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$329 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$254 Million14.28% of portfolio