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 5,494 shares of AVIG stock, worth $226,792. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,494
Previous 5,459
0.64%
Holding current value
$226,792
Previous $223 Million
4.9%
% of portfolio
0.11%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding AVIG
# of Institutions
104Shares Held
20.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.79MShares$198 Million0.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.34MShares$55.5 Million0.1% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO1.3MShares$53.8 Million7.22% of portfolio
-
Verus Financial Partners, Inc.1.25MShares$51.6 Million5.82% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA1.19MShares$49.2 Million5.0% of portfolio