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 213,202 shares of AVES stock, worth $10.4 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
213,202
Previous 210,358
1.35%
Holding current value
$10.4 Million
Previous $9.97 Billion
4.26%
% of portfolio
5.45%
Previous 5.56%
Shares
7 transactions
Others Institutions Holding AVES
# of Institutions
100Shares Held
6.01MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$37.2 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$34.4 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$25.9 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$14.8 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.9 Million0.07% of portfolio