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 1,969,084 shares of AVLV stock, worth $139 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
1,969,084
Previous 2,011,192
2.09%
Holding current value
$139 Million
Previous $132 Million
0.7%
% of portfolio
5.72%
Previous 5.61%
Shares
12 transactions
Others Institutions Holding AVLV
# of Institutions
390Shares Held
107MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA16.2MShares$1.14 Billion0.72% of portfolio
-
Envestnet Asset Management Inc11MShares$779 Million0.23% of portfolio
-
Wealth Enhancement Advisory Services, LLC9.65MShares$682 Million1.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.05MShares$216 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$167 Million0.06% of portfolio