Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 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 143,740 shares of AVUV stock, worth $13.5 Million. This represents 8.35% of its overall portfolio holdings.
Number of Shares
143,740
Previous 123,906
16.01%
Holding current value
$13.5 Million
Previous $11.9 Billion
16.71%
% of portfolio
8.35%
Previous 7.36%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
828Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$750 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$389 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$331 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$325 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$253 Million15.25% of portfolio