Merriman Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 110,926 shares of AVEM stock, worth $6.78 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
110,926
Previous 119,475
7.16%
Holding current value
$6.78 Million
Previous $6.74 Million
4.57%
% of portfolio
0.3%
Previous 0.34%
Shares
15 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$806 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$450 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$160 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$141 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$136 Million1.35% of portfolio