Merriman Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 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 16,672 shares of AVIV stock, worth $1.15 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,672
Previous 15,354 8.58%
Holding current value
$1.15 Million
Previous $861,000 0.46%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$51.24 - $55.81 $67,534 - $73,557
1,318 Added 8.58%
16,672 $865,000
Q3 2024

Nov 12, 2024
SELL
$50.37 - $56.43 $2,014 - $2,257
-40 Reduced 0.26%
15,354 $861,000
Q2 2024

Aug 13, 2024
SELL
$52.26 - $55.37 $78,442 - $83,110
-1,501 Reduced 8.88%
15,394 $807,000
Q1 2024

May 14, 2024
BUY
$49.42 - $54.08 $59,748 - $65,382
1,209 Added 7.71%
16,895 $913,000
Q4 2023

Feb 13, 2024
SELL
$45.8 - $51.67 $54,273 - $61,228
-1,185 Reduced 7.02%
15,686 $807,000
Q3 2023

Nov 13, 2023
SELL
$47.37 - $50.8 $2.85 Million - $3.05 Million
-60,110 Reduced 78.08%
16,871 $812,000
Q2 2023

Aug 14, 2023
BUY
$46.67 - $50.33 $2.86 Million - $3.08 Million
61,287 Added 390.51%
76,981 $3.74 Million
Q1 2023

May 04, 2023
SELL
$45.01 - $49.82 $5.29 Million - $5.86 Million
-117,597 Reduced 88.23%
15,694 $756,000
Q4 2022

Feb 13, 2023
BUY
$38.26 - $46.54 $4.81 Million - $5.85 Million
125,761 Added 1670.13%
133,291 $6.01 Million
Q3 2022

Oct 26, 2022
BUY
$37.72 - $44.87 $284,031 - $337,871
7,530 New
7,530 $286,000
Q2 2022

Jul 29, 2022
SELL
$42.17 - $50.68 $632,550 - $760,200
-15,000 Closed
0 $0
Q1 2022

Apr 28, 2022
BUY
$46.11 - $53.24 $691,650 - $798,600
15,000 New
15,000 $753,000

Others Institutions Holding AVIV

# of Institutions
156
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIV Quotes by TradingView
  • Ticker AVIV
More about AVIV
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email