Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
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 93,636 shares of AVLV stock, worth $6.13 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
93,636
Previous 61,044
53.39%
Holding current value
$6.13 Million
Previous $3.84 Billion
60.69%
% of portfolio
3.81%
Previous 2.71%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$457 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$112 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio