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 470,222 shares of AVUV stock, worth $41.3 Million. This represents 20.23% of its overall portfolio holdings.
Number of Shares
470,222
Previous 457,329
2.82%
Holding current value
$41.3 Million
Previous $43.9 Billion
3.44%
% of portfolio
20.23%
Previous 20.94%
Shares
9 transactions
Others Institutions Holding AVUV
# of Institutions
837Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$702 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$364 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$309 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$304 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$237 Million15.25% of portfolio