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 1,947,678 shares of AVLV stock, worth $122 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
1,947,678
Previous 1,872,818
4.0%
Holding current value
$122 Million
Previous $108 Million
15.7%
% of portfolio
5.79%
Previous 5.46%
Shares
9 transactions
Others Institutions Holding AVLV
# of Institutions
220Shares Held
38.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.25MShares$393 Million1.09% of portfolio
-
Pure Financial Advisors, LLC1.74MShares$110 Million3.52% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$85.2 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$84.6 Million0.09% of portfolio
-
American Century Companies Inc Kansas City, MO1.19MShares$74.7 Million0.05% of portfolio