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 $10.9 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
217,581
Previous 213,202
2.05%
Holding current value
$10.9 Million
Previous $10.4 Billion
9.15%
% of portfolio
5.41%
Previous 5.45%
Shares
8 transactions
Others Institutions Holding AVES
# of Institutions
111Shares Held
6.25MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$37.9 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$35.1 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$26.4 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$15.1 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$13.2 Million0.07% of portfolio