Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $336 Billion
- Q4 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 583,567 shares of AVUV stock, worth $57 Million. This represents 17.72% of its overall portfolio holdings.
Number of Shares
583,567
Previous 583,079
0.08%
Holding current value
$57 Million
Previous $58 Billion
2.55%
% of portfolio
17.72%
Previous 18.39%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio