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 68,364 shares of AVSD stock, worth $4.93 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
68,364
Previous 67,653 1.05%
Holding current value
$4.93 Million
Previous $4.1 Million 7.13%
% of portfolio
0.17%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$55.57 - $59.89 $39,510 - $42,581
711 Added 1.05%
68,364 $3.81 Million
Q3 2024

Nov 12, 2024
SELL
$53.92 - $61.11 $67,993 - $77,059
-1,261 Reduced 1.83%
67,653 $4.1 Million
Q2 2024

Aug 13, 2024
SELL
$54.31 - $58.32 $152,448 - $163,704
-2,807 Reduced 3.91%
68,914 $3.83 Million
Q1 2024

May 14, 2024
BUY
$52.01 - $57.02 $728 - $798
14 Added 0.02%
71,721 $4.08 Million
Q4 2023

Feb 13, 2024
BUY
$46.27 - $54.0 $517,113 - $603,504
11,176 Added 18.46%
71,707 $3.86 Million
Q3 2023

Nov 13, 2023
SELL
$48.7 - $53.0 $88,293 - $96,089
-1,813 Reduced 2.91%
60,531 $2.97 Million
Q2 2023

Aug 14, 2023
BUY
$49.68 - $52.62 $325,056 - $344,292
6,543 Added 11.73%
62,344 $3.19 Million
Q1 2023

May 04, 2023
SELL
$47.33 - $51.88 $48,465 - $53,125
-1,024 Reduced 1.8%
55,801 $2.82 Million
Q4 2022

Feb 13, 2023
BUY
$40.03 - $48.47 $1.14 Million - $1.38 Million
28,492 Added 100.56%
56,825 $2.67 Million
Q3 2022

Oct 26, 2022
BUY
$40.27 - $48.67 $962,130 - $1.16 Million
23,892 Added 537.99%
28,333 $1.14 Million
Q2 2022

Jul 29, 2022
BUY
$45.19 - $53.48 $200,688 - $237,504
4,441 New
4,441 $201,000

Others Institutions Holding AVSD

# of Institutions
72
Shares Held
1.55M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSD Quotes by TradingView
  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
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