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 18,151 shares of AVIV stock, worth $1.14 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
18,151
Previous 20,523 11.56%
Holding current value
$1.14 Million
Previous $1.16 Billion 2.89%
% of portfolio
0.41%
Previous 0.51%

Shares

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

Jul 16, 2025

SELL
$50.27 - $62.84 $119,240 - $149,056
-2,372 Reduced 11.56%
18,151 $1.13 Billion
Q1 2025

May 07, 2025

BUY
$51.51 - $58.54 $20,913 - $23,767
406 Added 2.02%
20,523 $1.16 Billion
Q4 2024

Jan 31, 2025

BUY
$51.24 - $55.81 $10,811 - $11,775
211 Added 1.06%
20,117 $1.04 Billion
Q3 2024

Oct 18, 2024

BUY
$50.37 - $56.43 $166,321 - $186,331
3,302 Added 19.89%
19,906 $1.12 Billion
Q2 2024

Jul 24, 2024

BUY
$52.26 - $55.37 $18,552 - $19,656
355 Added 2.18%
16,604 $871 Million
Q4 2023

Jan 25, 2024

BUY
$45.8 - $51.67 $744,204 - $839,585
16,249 New
16,249 $837 Million

Others Institutions Holding AVIV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVIV
More about AVIV
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