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 3,455 shares of AVUS stock, worth $354,241. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,455
Previous 3,432
0.67%
Holding current value
$354,241
Previous $326,000
2.45%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding AVUS
# of Institutions
487Shares Held
71.5MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$355 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$311 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$265 Million8.58% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$231 Million9.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$220 Million0.08% of portfolio