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 143 shares of AVSD stock, worth $8,158. This represents 0.0% of its overall portfolio holdings.
Number of Shares
143
Previous 143
-0.0%
Holding current value
$8,158
Previous $7.94 Million
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AVSD
# of Institutions
47Shares Held
1.36MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA273KShares$15.6 Million11.51% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Ci Private Wealth, LLC Miami, FL176KShares$10.1 Million0.02% of portfolio
-
Merriman Wealth Management, LLC67.7KShares$3.86 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.81 Million1.94% of portfolio