True Wealth Design, LLC American Centy ETF Tr Avantis Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 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 20,326 shares of AVUS stock, worth $1.93 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
20,326
Previous 20,931
2.89%
Holding current value
$1.93 Million
Previous $1.99 Billion
1.07%
% of portfolio
0.76%
Previous 0.78%
Shares
9 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.89 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$338 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$307 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$288 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$214 Million9.89% of portfolio