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 271,441 shares of AVES stock, worth $15.2 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares
271,441
Previous 236,254 14.89%
Holding current value
$15.2 Million
Previous $11.1 Billion 30.45%
% of portfolio
5.28%
Previous 4.91%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$42.02 - $53.63 $1.48 Million - $1.89 Million
35,187 Added 14.89%
271,441 $14.5 Billion
Q1 2025

May 07, 2025
BUY
$44.71 - $48.65 $304,475 - $331,306
6,810 Added 2.97%
236,254 $11.1 Billion
Q4 2024

Jan 31, 2025
BUY
$46.2 - $53.09 $548,070 - $629,806
11,863 Added 5.45%
229,444 $10.6 Billion
Q3 2024

Oct 18, 2024
BUY
$46.0 - $52.55 $201,434 - $230,116
4,379 Added 2.05%
217,581 $11.3 Billion
Q2 2024

Jul 24, 2024
BUY
$46.2 - $50.62 $131,392 - $143,963
2,844 Added 1.35%
213,202 $10.4 Billion
Q1 2024

Apr 23, 2024
BUY
$43.35 - $47.78 $301,846 - $332,692
6,963 Added 3.42%
210,358 $9.97 Billion
Q4 2023

Jan 25, 2024
SELL
$41.72 - $46.26 $1.42 Million - $1.57 Million
-33,919 Reduced 14.29%
203,395 $9.35 Billion
Q3 2023

Oct 16, 2023
BUY
$42.94 - $46.49 $727,188 - $787,308
16,935 Added 7.68%
237,314 $10.3 Billion
Q2 2023

Jul 14, 2023
BUY
$42.0 - $45.13 $369,726 - $397,279
8,803 Added 4.16%
220,379 $9.62 Billion
Q1 2023

Apr 24, 2023
BUY
$40.93 - $45.34 $981,378 - $1.09 Million
23,977 Added 12.78%
211,576 $9.03 Billion
Q4 2022

Feb 01, 2023
BUY
$37.31 - $43.2 $7 Million - $8.1 Million
187,599 New
187,599 $7.69 Billion

Others Institutions Holding AVES

# of Institutions
135
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVES Quotes by TradingView
  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email