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 $14.8 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
271,441
Previous 236,254
14.89%
Holding current value
$14.8 Million
Previous $11.1 Billion
30.45%
% of portfolio
5.28%
Previous 4.91%
Shares
11 transactions
Others Institutions Holding AVES
# of Institutions
131Shares Held
9.36MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO957KShares$52 Million0.03% of portfolio
-
Merriman Wealth Management, LLC798KShares$43.4 Million1.6% of portfolio
-
Empowered Funds, LLC797KShares$43.3 Million0.56% of portfolio
-
Ccm Investment Group, LLC Northfield, MN796KShares$43.3 Million3.99% of portfolio
-
Armbruster Capital Management, Inc.321KShares$17.4 Million3.03% of portfolio