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 192,670 shares of AVUV stock, worth $18.8 Million. This represents 9.5% of its overall portfolio holdings.
Number of Shares
192,670
Previous 173,818
10.85%
Holding current value
$18.8 Million
Previous $15.8 Billion
21.1%
% of portfolio
9.5%
Previous 8.7%
Shares
12 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio