Merriman Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 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 3,596,816 shares of AVUV stock, worth $349 Million. This represents 14.61% of its overall portfolio holdings.
Number of Shares
3,596,816
Previous 3,655,898
1.62%
Holding current value
$349 Million
Previous $328 Million
5.22%
% of portfolio
14.61%
Previous 14.89%
Shares
20 transactions
Others Institutions Holding AVUV
# of Institutions
735Shares Held
99MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$600 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$375 Million0.17% of portfolio
-
Morgan Stanley New York, NY3.16MShares$307 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$263 Million15.21% of portfolio
-
Truepoint, Inc.2.25MShares$218 Million5.9% of portfolio