Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Meritas Wealth Management, LLC

$208 Billion
Q4 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 200,443 shares of AVLV stock, worth $14.6 Million. This represents 7.3% of its overall portfolio holdings.

Number of Shares

200,443

Previous 183,957 8.96%

Holding current value

$14.6 Million

Previous $13.3 Billion 14.26%

% of portfolio

7.3%

Previous 6.58%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$70.14 - $73.74 $1.16 Million - $1.22 Million	16,486 Added 8.96%	200,443 $15.2 Billion
Q3 2025 Oct 14, 2025	BUY	$68.33 - $72.69 $1.75 Million - $1.86 Million	25,573 Added 16.15%	183,957 $13.3 Billion
Q2 2025 Jul 18, 2025	BUY	$56.85 - $68.21 $804,143 - $964,830	14,145 Added 9.81%	158,384 $10.8 Billion
Q1 2025 Apr 16, 2025	BUY	$63.51 - $70.42 $1.9 Million - $2.1 Million	29,854 Added 26.1%	144,239 $9.41 Billion
Q4 2024 Jan 16, 2025	BUY	$65.51 - $71.22 $1.36 Million - $1.48 Million	20,749 Added 22.16%	114,385 $7.64 Billion

Q3 2024 Oct 03, 2024	BUY	$60.05 - $65.83 $1.96 Million - $2.15 Million	32,592 Added 53.39%	93,636 $6.16 Billion
Q2 2024 Jul 24, 2024	BUY	$60.74 - $64.14 $448,078 - $473,160	7,377 Added 13.75%	61,044 $3.84 Billion
Q1 2024 Apr 17, 2024	BUY	$56.46 - $64.26 $1.15 Million - $1.31 Million	20,441 Added 61.52%	53,667 $3.45 Billion
Q4 2023 Jan 10, 2024	BUY	$49.96 - $58.08 $1.15 Million - $1.34 Million	23,036 Added 226.06%	33,226 $1.92 Billion
Q3 2023 Oct 24, 2023	BUY	$52.22 - $56.04 $532,121 - $571,047	10,190 New	10,190 $537 Million

Others Institutions Holding AVLV

# of Institutions

419

Shares Held

110M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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Meritas Wealth Management, LLC American Centy ETF Tr Avantis Transaction History