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 1,970,038 shares of AVLV stock, worth $131 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
1,970,038
Previous 1,947,678 1.15%
Holding current value
$131 Million
Previous $125 Million 1.09%
% of portfolio
5.62%
Previous 5.79%

Shares

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

Aug 13, 2024

BUY
$60.74 - $64.14 $1.36 Million - $1.43 Million
22,360 Added 1.15%
1,970,038 $124 Million
Q1 2024

May 14, 2024

BUY
$56.46 - $64.26 $4.23 Million - $4.81 Million
74,860 Added 4.0%
1,947,678 $125 Million
Q4 2023

Feb 13, 2024

SELL
$49.96 - $58.08 $4.58 Million - $5.33 Million
-91,687 Reduced 4.67%
1,872,818 $108 Million
Q3 2023

Nov 13, 2023

BUY
$52.22 - $56.04 $1.32 Million - $1.41 Million
25,246 Added 1.3%
1,964,505 $103 Million
Q2 2023

Aug 14, 2023

BUY
$49.22 - $53.35 $6.06 Million - $6.57 Million
123,185 Added 6.78%
1,939,259 $103 Million
Q1 2023

May 04, 2023

SELL
$48.59 - $54.44 $4.8 Million - $5.37 Million
-98,706 Reduced 5.15%
1,816,074 $92.8 Million
Q4 2022

Feb 13, 2023

BUY
$45.92 - $53.52 $11.9 Million - $13.9 Million
260,221 Added 15.73%
1,914,780 $96.1 Million
Q3 2022

Oct 26, 2022

BUY
$44.13 - $51.78 $3.45 Million - $4.05 Million
78,162 Added 4.96%
1,654,559 $73.5 Million
Q2 2022

Jul 29, 2022

BUY
$45.84 - $54.78 $71.6 Million - $85.6 Million
1,562,643 Added 11361.37%
1,576,397 $72.7 Million
Q1 2022

Apr 28, 2022

BUY
$50.32 - $55.27 $692,101 - $760,183
13,754 New
13,754 $744,000

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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