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 3,432 shares of AVUS stock, worth $339,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,432
Previous 3,432 -0.0%
Holding current value
$339,562
Previous $309,000 5.5%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$84.59 - $90.63 $30,283 - $32,445
-358 Reduced 9.45%
3,432 $309,000
Q1 2024

May 14, 2024

BUY
$79.93 - $89.5 $79 - $89
1 Added 0.03%
3,790 $339,000
Q4 2023

Feb 13, 2024

SELL
$69.78 - $82.0 $74,804 - $87,904
-1,072 Reduced 22.05%
3,789 $308,000
Q2 2023

Aug 14, 2023

SELL
$68.92 - $75.19 $4,548 - $4,962
-66 Reduced 1.34%
4,861 $365,000
Q1 2023

May 04, 2023

SELL
$67.42 - $74.29 $404 - $445
-6 Reduced 0.12%
4,927 $349,000
Q4 2022

Feb 13, 2023

BUY
$63.25 - $72.69 $50,789 - $58,370
803 Added 19.44%
4,933 $335,000
Q3 2022

Oct 26, 2022

BUY
$62.35 - $74.13 $53,683 - $63,825
861 Added 26.34%
4,130 $258,000
Q1 2022

Apr 28, 2022

SELL
$71.89 - $81.03 $4,960 - $5,591
-69 Reduced 2.07%
3,269 $252,000
Q4 2021

Feb 01, 2022

BUY
$73.89 - $80.63 $5,098 - $5,563
69 Added 2.11%
3,338 $268,000
Q2 2021

Jul 28, 2021

SELL
$70.19 - $74.23 $25,619 - $27,093
-365 Reduced 10.04%
3,269 $243,000
Q4 2020

Feb 10, 2021

BUY
$53.45 - $63.0 $194,237 - $228,942
3,634 New
3,634 $229,000
Q2 2020

Jul 31, 2020

SELL
$38.84 - $53.03 $198,821 - $271,460
-5,119 Closed
0 $0
Q1 2020

Apr 22, 2020

BUY
$35.52 - $56.42 $181,826 - $288,813
5,119 New
5,119 $209,000

Others Institutions Holding AVUS

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVUS
  • Sector ETFs
  • Industry ETFs
More about AVUS
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.