Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Meritas Wealth Management, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Meritas Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 158,384 shares of AVLV stock, worth $11.2 Million. This represents 5.94% of its overall portfolio holdings.

Number of Shares
158,384
Previous 144,239 9.81%
Holding current value
$11.2 Million
Previous $9.41 Billion 14.86%
% of portfolio
5.94%
Previous 5.52%

Shares

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

Jul 18, 2025
BUY
$56.85 - $68.21 $804,143 - $964,830
14,145 Added 9.81%
158,384 $10.8 Billion
Q1 2025

Apr 16, 2025
BUY
$63.51 - $70.42 $1.9 Million - $2.1 Million
29,854 Added 26.1%
144,239 $9.41 Billion
Q4 2024

Jan 16, 2025
BUY
$65.51 - $71.22 $1.36 Million - $1.48 Million
20,749 Added 22.16%
114,385 $7.64 Billion
Q3 2024

Oct 03, 2024
BUY
$60.05 - $65.83 $1.96 Million - $2.15 Million
32,592 Added 53.39%
93,636 $6.16 Billion
Q2 2024

Jul 24, 2024
BUY
$60.74 - $64.14 $448,078 - $473,160
7,377 Added 13.75%
61,044 $3.84 Billion
Q1 2024

Apr 17, 2024
BUY
$56.46 - $64.26 $1.15 Million - $1.31 Million
20,441 Added 61.52%
53,667 $3.45 Billion
Q4 2023

Jan 10, 2024
BUY
$49.96 - $58.08 $1.15 Million - $1.34 Million
23,036 Added 226.06%
33,226 $1.92 Billion
Q3 2023

Oct 24, 2023
BUY
$52.22 - $56.04 $532,121 - $571,047
10,190 New
10,190 $537 Million

Others Institutions Holding AVLV

# of Institutions
390
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
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