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 735,776 shares of AVES stock, worth $35.9 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
735,776
Previous 657,624 11.88%
Holding current value
$35.9 Million
Previous $30.2 Million 15.34%
% of portfolio
1.61%
Previous 1.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$43.35 - $47.78 $3.39 Million - $3.73 Million
78,152 Added 11.88%
735,776 $34.9 Million
Q4 2023

Feb 13, 2024
BUY
$41.72 - $46.26 $1.37 Million - $1.51 Million
32,741 Added 5.24%
657,624 $30.2 Million
Q3 2023

Nov 13, 2023
BUY
$42.94 - $46.49 $1.47 Million - $1.59 Million
34,304 Added 5.81%
624,883 $27.1 Million
Q2 2023

Aug 14, 2023
BUY
$42.0 - $45.13 $1.73 Million - $1.86 Million
41,122 Added 7.48%
590,579 $25.8 Million
Q1 2023

May 04, 2023
BUY
$40.93 - $45.34 $1.95 Million - $2.16 Million
47,649 Added 9.5%
549,457 $23.5 Million
Q4 2022

Feb 13, 2023
BUY
$38.17 - $43.2 $5.18 Million - $5.86 Million
135,636 Added 37.04%
501,808 $20.6 Million
Q3 2022

Oct 26, 2022
SELL
$39.1 - $43.49 $729,957 - $811,914
-18,669 Reduced 4.85%
366,172 $13.7 Million
Q2 2022

Jul 29, 2022
BUY
$41.77 - $50.45 $4.93 Million - $5.96 Million
118,078 Added 44.26%
384,841 $16.3 Million
Q1 2022

Apr 28, 2022
BUY
$45.69 - $51.98 $4.1 Million - $4.66 Million
89,651 Added 50.62%
266,763 $13.1 Million
Q4 2021

Feb 01, 2022
BUY
$48.67 - $51.46 $8.62 Million - $9.11 Million
177,112 New
177,112 $8.96 Million

Others Institutions Holding AVES

# of Institutions
94
Shares Held
4.99M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVES Quotes by TradingView
  • Ticker AVES
  • Sector ETFs
  • Industry ETFs
More about AVES
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