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 123,906 shares of AVUV stock, worth $11.7 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
123,906
Previous 101,950
21.54%
Holding current value
$11.7 Million
Previous $9.15 Billion
29.98%
% of portfolio
7.36%
Previous 6.45%
Shares
8 transactions
Others Institutions Holding AVUV
# of Institutions
715Shares Held
92.1MCall Options Held
16.9KPut Options Held
4.4K-
Creative Planning Overland Park, KS6.19MShares$586 Million0.59% of portfolio
-
Merriman Wealth Management, LLC3.66MShares$346 Million14.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$322 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$281 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$259 Million15.17% of portfolio