Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Meritas Wealth Management, LLC
- $171 Billion
- Q1 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 167,047 shares of AVUV stock, worth $13.8 Million. This represents 8.54% of its overall portfolio holdings.
Number of Shares
167,047
Previous 143,740
16.21%
Holding current value
$13.8 Million
Previous $13.9 Billion
4.95%
% of portfolio
8.54%
Previous 8.35%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
847Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$660 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$342 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$224 Million14.28% of portfolio