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 3,520,278 shares of AVUV stock, worth $308 Million. This represents 14.79% of its overall portfolio holdings.
Number of Shares
3,520,278
Previous 3,596,816
2.13%
Holding current value
$308 Million
Previous $345 Million
1.54%
% of portfolio
14.79%
Previous 14.61%
Shares
21 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$700 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$363 Million0.17% of portfolio
-
Morgan Stanley New York, NY3.46MShares$303 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$236 Million15.25% of portfolio
-
Truepoint, Inc.2.28MShares$200 Million6.02% of portfolio