Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History

Meredith Wealth Planning

  • $316 Billion
  • Q3 2025

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 40,913 shares of AVDE stock, worth $3.28 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
40,913
Previous 36,404 12.39%
Holding current value
$3.28 Million
Previous $2.69 Billion 19.81%
% of portfolio
1.02%
Previous 0.98%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$73.24 - $79.04 $330,239 - $356,391
4,509 Added 12.39%
40,913 $3.23 Billion
Q2 2025

Jul 16, 2025
BUY
$59.32 - $74.36 $305,557 - $383,028
5,151 Added 16.48%
36,404 $2.69 Billion
Q1 2025

May 07, 2025
BUY
$60.63 - $68.55 $89,489 - $101,179
1,476 Added 4.96%
31,253 $2.07 Billion
Q4 2024

Jan 31, 2025
BUY
$60.9 - $66.69 $31,241 - $34,211
513 Added 1.75%
29,777 $1.83 Billion
Q3 2024

Oct 18, 2024
BUY
$60.09 - $67.67 $17,065 - $19,218
284 Added 0.98%
29,264 $1.96 Billion
Q2 2024

Jul 24, 2024
BUY
$61.17 - $65.29 $108,332 - $115,628
1,771 Added 6.51%
28,980 $1.8 Billion
Q1 2024

Apr 23, 2024
BUY
$58.3 - $63.83 $44,891 - $49,149
770 Added 2.91%
27,209 $1.73 Billion
Q4 2023

Jan 25, 2024
BUY
$52.98 - $60.62 $109,774 - $125,604
2,072 Added 8.5%
26,439 $1.6 Billion
Q3 2023

Oct 16, 2023
BUY
$55.54 - $59.61 $176,728 - $189,679
3,182 Added 15.02%
24,367 $1.36 Billion
Q2 2023

Jul 14, 2023
BUY
$55.68 - $59.23 $586,087 - $623,454
10,526 Added 98.75%
21,185 $1.22 Billion
Q1 2023

Apr 24, 2023
BUY
$53.37 - $58.39 $311,627 - $340,939
5,839 Added 121.14%
10,659 $608 Million
Q4 2022

Feb 01, 2023
BUY
$45.5 - $54.96 $219,310 - $264,907
4,820 New
4,820 $256 Million

Others Institutions Holding AVDE

# of Institutions
546
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email