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 $1.9 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
29,777
Previous 29,264
1.75%
Holding current value
$1.9 Million
Previous $1.96 Billion
6.84%
% of portfolio
0.81%
Previous 0.94%
Shares
9 transactions
Others Institutions Holding AVDE
# of Institutions
380Shares Held
74.9MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$391 Million1.17% of portfolio
-
Annex Advisory Services, LLC4.94MShares$315 Million10.24% of portfolio
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Wealth Enhancement Advisory Services, LLC4.56MShares$291 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$170 Million17.59% of portfolio