Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Meritas Wealth Management, LLC
- $202 Billion
- Q3 2025
A detailed history of Meritas Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 2,343 shares of AVDV stock, worth $211,315. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,343
Previous 2,899
19.18%
Holding current value
$211,315
Previous $230 Million
9.24%
% of portfolio
0.1%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding AVDV
# of Institutions
537Shares Held
116MCall Options Held
4.1KPut Options Held
0-
Creative Planning Overland Park, KS20.6MShares$1.86 Billion1.42% of portfolio
-
Jones Financial Companies Lllp19.1MShares$1.72 Billion1.16% of portfolio
-
Savant Capital, LLC11.5MShares$1.04 Billion5.76% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO4.04MShares$365 Million4.37% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$233 Million1.87% of portfolio