Meredith Wealth Planning American Centy ETF Tr Avantis Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 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 217,581 shares of AVES stock, worth $10.2 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
217,581
Previous 213,202
2.05%
Holding current value
$10.2 Million
Previous $10.4 Billion
9.15%
% of portfolio
5.41%
Previous 5.45%
Shares
8 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.4 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$33.8 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$30.9 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.3 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.4 Million0.07% of portfolio