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 272,195 shares of AVRE stock, worth $11.2 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
272,195
Previous 258,098 5.46%
Holding current value
$11.2 Million
Previous $11.2 Million 2.95%
% of portfolio
0.53%
Previous 0.56%

Shares

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

May 14, 2024
BUY
$40.52 - $43.42 $571,210 - $612,091
14,097 Added 5.46%
272,195 $11.5 Million
Q4 2023

Feb 13, 2024
SELL
$35.51 - $43.68 $449,023 - $552,333
-12,645 Reduced 4.67%
258,098 $11.2 Million
Q3 2023

Nov 13, 2023
BUY
$37.14 - $42.66 $501,872 - $576,464
13,513 Added 5.25%
270,743 $10.2 Million
Q2 2023

Aug 14, 2023
BUY
$39.41 - $41.99 $778,741 - $829,722
19,760 Added 8.32%
257,230 $10.5 Million
Q1 2023

May 04, 2023
BUY
$39.04 - $45.85 $1.18 Million - $1.39 Million
30,248 Added 14.6%
237,470 $9.85 Million
Q4 2022

Feb 13, 2023
BUY
$39.35 - $43.22 $7.17 Million - $7.88 Million
182,297 Added 731.38%
207,222 $8.52 Million
Q3 2022

Oct 26, 2022
BUY
$40.43 - $49.16 $1.01 Million - $1.23 Million
24,925 New
24,925 $972,000
Q1 2022

Apr 28, 2022
SELL
$48.9 - $55.44 $880,200 - $997,920
-18,000 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$49.98 - $55.84 $899,640 - $1.01 Million
18,000 New
18,000 $1.01 Million

Others Institutions Holding AVRE

# of Institutions
104
Shares Held
7.98M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVRE Quotes by TradingView
  • Ticker AVRE
More about AVRE
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