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 28,021 shares of AVDV stock, worth $1.86 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
28,021
Previous 110,553 74.65%
Holding current value
$1.86 Million
Previous $7.18 Million 72.42%
% of portfolio
0.08%
Previous 0.33%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$62.52 - $71.12 $5.16 Million - $5.87 Million
-82,532 Reduced 74.65%
28,021 $1.98 Million
Q2 2024

Aug 13, 2024

SELL
$63.81 - $68.36 $158,057 - $169,327
-2,477 Reduced 2.19%
110,553 $7.18 Million
Q1 2024

May 14, 2024

SELL
$59.95 - $65.89 $35,670 - $39,204
-595 Reduced 0.52%
113,030 $7.44 Million
Q4 2023

Feb 13, 2024

BUY
$54.34 - $62.7 $3.91 Million - $4.51 Million
71,958 Added 172.7%
113,625 $7.1 Million
Q3 2023

Nov 13, 2023

SELL
$56.69 - $60.91 $298,983 - $321,239
-5,274 Reduced 11.24%
41,667 $2.41 Million
Q2 2023

Aug 14, 2023

SELL
$56.07 - $60.13 $2.09 Million - $2.24 Million
-37,332 Reduced 44.3%
46,941 $2.7 Million
Q1 2023

May 04, 2023

SELL
$55.2 - $60.58 $4.22 Million - $4.63 Million
-76,423 Reduced 47.56%
84,273 $4.93 Million
Q4 2022

Feb 13, 2023

BUY
$47.39 - $57.3 $7.26 Million - $8.78 Million
153,287 Added 2068.93%
160,696 $8.89 Million
Q3 2022

Oct 26, 2022

SELL
$47.02 - $57.29 $76,642 - $93,382
-1,630 Reduced 18.03%
7,409 $352,000
Q2 2022

Jul 29, 2022

SELL
$52.51 - $63.48 $8.11 Million - $9.81 Million
-154,530 Reduced 94.47%
9,039 $476,000
Q1 2022

Apr 28, 2022

BUY
$57.89 - $66.21 $7.48 Million - $8.56 Million
129,246 Added 376.56%
163,569 $10.2 Million
Q4 2021

Feb 01, 2022

SELL
$61.47 - $67.38 $1.31 Million - $1.44 Million
-21,311 Reduced 38.31%
34,323 $2.22 Million
Q4 2021

Feb 01, 2022

SELL
$61.47 - $67.38 $341,527 - $374,363
-5,556 Reduced 9.08%
55,634 $3.6 Million
Q3 2021

Nov 09, 2021

BUY
$62.22 - $67.58 $345,694 - $375,474
5,556 Added 9.99%
61,190 $3.95 Million
Q2 2021

Jul 28, 2021

BUY
$63.07 - $67.81 $282,868 - $304,127
4,485 Added 8.77%
55,634 $3.6 Million
Q1 2021

May 10, 2021

BUY
$56.74 - $63.41 $1.98 Million - $2.21 Million
34,854 Added 213.89%
51,149 $3.18 Million
Q4 2020

Feb 10, 2021

BUY
$45.82 - $57.32 $349,331 - $437,007
7,624 Added 87.93%
16,295 $931,000
Q3 2020

Oct 26, 2020

SELL
$44.42 - $48.81 $18,611 - $20,451
-419 Reduced 4.61%
8,671 $410,000
Q2 2020

Jul 31, 2020

BUY
$34.92 - $48.19 $36,770 - $50,744
1,053 Added 13.1%
9,090 $404,000
Q1 2020

Apr 22, 2020

BUY
$31.87 - $55.92 $256,139 - $449,429
8,037 New
8,037 $294,000

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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