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 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
Others Institutions Holding AVDV
# of Institutions
374Shares Held
78.3MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$594 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$422 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$172 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$167 Million4.07% of portfolio