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 14,011 shares of AVSE stock, worth $917,300. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,011
Previous 13,320 5.19%
Holding current value
$917,300
Previous $736,000 3.94%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 13, 2025
BUY
$50.47 - $56.52 $34,874 - $39,055
691 Added 5.19%
14,011 $707,000
Q2 2024

Aug 13, 2024
SELL
$47.58 - $52.85 $51,243 - $56,919
-1,077 Reduced 7.48%
13,320 $689,000
Q1 2024

May 14, 2024
BUY
$45.19 - $49.53 $12,562 - $13,769
278 Added 1.97%
14,397 $706,000
Q4 2023

Feb 13, 2024
BUY
$43.39 - $48.23 $3,080 - $3,424
71 Added 0.51%
14,119 $677,000
Q3 2023

Nov 13, 2023
BUY
$44.57 - $48.6 $57,896 - $63,131
1,299 Added 10.19%
14,048 $630,000
Q2 2023

Aug 14, 2023
BUY
$43.47 - $47.63 $14,692 - $16,098
338 Added 2.72%
12,749 $585,000
Q1 2023

May 04, 2023
SELL
$42.49 - $47.5 $135,628 - $151,620
-3,192 Reduced 20.46%
12,411 $555,000
Q4 2022

Feb 13, 2023
BUY
$37.62 - $44.13 $231,099 - $271,090
6,143 Added 64.94%
15,603 $666,000
Q3 2022

Oct 26, 2022
SELL
$38.73 - $44.82 $3,563 - $4,123
-92 Reduced 0.96%
9,460 $366,000
Q2 2022

Jul 29, 2022
BUY
$43.49 - $51.19 $415,416 - $488,966
9,552 New
9,552 $418,000

Others Institutions Holding AVSE

# of Institutions
62
Shares Held
1.11M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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