Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 2024
A detailed history of Meredith Wealth Planning transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Meredith Wealth Planning holds 29,777 shares of AVDE stock, worth $1.97 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
29,777
Previous 29,264
1.75%
Holding current value
$1.97 Million
Previous $1.96 Billion
6.84%
% of portfolio
0.81%
Previous 0.94%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
436Shares Held
82.1MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$405 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$314 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$251 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$224 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$189 Million19.21% of portfolio