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 143,740 shares of AVUV stock, worth $14.4 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares
143,740
Previous 123,906 16.01%
Holding current value
$14.4 Million
Previous $11.9 Billion 16.71%
% of portfolio
8.35%
Previous 7.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$94.37 - $106.41 $1.87 Million - $2.11 Million
19,834 Added 16.01%
143,740 $13.9 Billion
Q3 2024

Oct 03, 2024

BUY
$88.24 - $99.7 $1.94 Million - $2.19 Million
21,956 Added 21.54%
123,906 $11.9 Billion
Q2 2024

Jul 24, 2024

BUY
$86.93 - $93.77 $526,882 - $568,339
6,061 Added 6.32%
101,950 $9.15 Billion
Q1 2024

Apr 17, 2024

BUY
$84.87 - $93.71 $1.56 Million - $1.72 Million
18,359 Added 23.68%
95,889 $8.99 Billion
Q4 2023

Jan 10, 2024

BUY
$73.38 - $91.25 $1.17 Million - $1.46 Million
15,959 Added 25.92%
77,530 $6.96 Billion
Q3 2023

Oct 24, 2023

BUY
$75.9 - $84.23 $549,667 - $609,993
7,242 Added 13.33%
61,571 $4.8 Billion
Q2 2023

Sep 05, 2023

BUY
$69.33 - $77.71 $3,535 - $3,963
51 Added 0.09%
54,329 $4.22 Billion
Q1 2023

Sep 05, 2023

SELL
$70.61 - $84.06 $77,953 - $92,802
-1,104 Reduced 1.99%
54,278 $4.02 Billion
Q4 2022

Sep 05, 2023

BUY
$68.43 - $80.54 $3.79 Million - $4.46 Million
55,382 New
55,382 $4.13 Billion

Others Institutions Holding AVUV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC 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 Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.