Merriman Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 22,297 shares of AVDE stock, worth $1.5 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,297
Previous 52,729
57.71%
Holding current value
$1.5 Million
Previous $3.53 Million
61.29%
% of portfolio
0.06%
Previous 0.15%
Shares
20 transactions
Others Institutions Holding AVDE
# of Institutions
438Shares Held
82.3MCall Options Held
800Put Options Held
1.6K-
Strategic Financial Concepts, LLC San Antonio, TX6.12MShares$410 Million1.17% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.73MShares$317 Million0.64% of portfolio
-
Annex Advisory Services, LLC3.79MShares$254 Million8.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.38MShares$227 Million0.32% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$191 Million19.21% of portfolio