Merriman Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 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 3,655,898 shares of AVUV stock, worth $349 Million. This represents 14.89% of its overall portfolio holdings.
Number of Shares
3,655,898
Previous 3,568,828
2.44%
Holding current value
$349 Million
Previous $334 Million
1.92%
% of portfolio
14.89%
Previous 15.48%
Shares
19 transactions
Others Institutions Holding AVUV
# of Institutions
671Shares Held
88MCall Options Held
14.4KPut Options Held
4.2K-
Creative Planning Overland Park, KS5.79MShares$553 Million0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.4MShares$325 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.97MShares$284 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.73MShares$261 Million15.17% of portfolio
-
Truepoint, Inc.2.21MShares$211 Million5.75% of portfolio