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 3,520,278 shares of AVUV stock, worth $354 Million. This represents 14.79% of its overall portfolio holdings.
Number of Shares
3,520,278
Previous 3,596,816
2.13%
Holding current value
$354 Million
Previous $345 Million
1.54%
% of portfolio
14.79%
Previous 14.61%
Shares
21 transactions
Others Institutions Holding AVUV
# of Institutions
920Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$491 Million0.16% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio
-
Truepoint, Inc.2.69MShares$271 Million6.27% of portfolio