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 $324 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
$324 Million
Previous $345 Million
1.54%
% of portfolio
14.79%
Previous 14.61%
Shares
21 transactions
Others Institutions Holding AVUV
# of Institutions
832Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$736 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$382 Million0.17% of portfolio
-
Morgan Stanley New York, NY3.46MShares$319 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$248 Million15.25% of portfolio
-
Truepoint, Inc.2.28MShares$210 Million6.02% of portfolio