Meredith Wealth Planning AMERICAN CENTY ETF TR Transaction History

Meredith Wealth Planning

  • $191 Billion
  • Q2 2024
Number of Shares
344,063
Previous 288,357 19.32%
Holding current value
$20.3 Billion
Previous $17.4 Billion 16.32%
% of portfolio
10.62%
Previous 9.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
N/A
55,706 Added 19.32%
344,063 $20.3 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
29,545 Added 11.42%
288,357 $17.4 Billion
Q4 2023

Jan 25, 2024
BUY
N/A
227,981 Added 739.45%
258,812 $14.5 Billion
Q3 2023

Oct 16, 2023
BUY
N/A
30,831 New
30,831 $1.58 Billion
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