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 105,910 shares of AVEM stock, worth $6.38 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
105,910
Previous 138,959
23.78%
Holding current value
$6.38 Million
Previous $8.98 Million
30.64%
% of portfolio
0.27%
Previous 0.38%
Shares
18 transactions
Others Institutions Holding AVEM
# of Institutions
538Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$999 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$899 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$484 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio