True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, True Wealth Design, LLC holds 2,646 shares of AVES stock, worth $125,341. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,646
Previous 2,646
-0.0%
Holding current value
$125,341
Previous $129 Million
6.95%
% of portfolio
0.05%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.62MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$36.7 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$34 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$31.1 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.4 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.5 Million0.07% of portfolio