True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

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 1,685 shares of AVSU stock, worth $103,846. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,685

Holding current value

$103,846

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$61.4 - $69.08 $103,459 - $116,399	1,685 New	1,685 $105 Million

Others Institutions Holding AVSU

# of Institutions

Shares Held

2.52M

Call Options Held

Put Options Held

Clarity Asset Management, Inc. Ames, IA

453K
Shares

$27.9 Million
18.17% of portfolio
Merriman Wealth Management, LLC

319K
Shares

$19.7 Million
0.92% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

156K
Shares

$9.64 Million
4.58% of portfolio
Wealth Enhancement Advisory Services, LLC

138K
Shares

$8.5 Million
0.02% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

138K
Shares

$8.5 Million
0.11% of portfolio

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

More about AVSU

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True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History