A detailed history of Trellis Wealth Advisors LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 26,495 shares of AVSD stock, worth $1.51 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
26,495
Previous 26,495 -0.0%
Holding current value
$1.51 Million
Previous $1.47 Billion 9.09%
% of portfolio
0.8%
Previous 0.81%

Shares

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

Jul 30, 2024

BUY
$54.31 - $58.32 $488 - $524
9 Added 0.03%
26,495 $1.47 Billion
Q4 2023

Jan 19, 2024

BUY
$46.27 - $54.0 $1.03 Million - $1.2 Million
22,175 Added 514.38%
26,486 $1.43 Billion
Q3 2023

Oct 23, 2023

BUY
$48.7 - $53.0 $209,945 - $228,483
4,311 New
4,311 $211 Million

Others Institutions Holding AVSD

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVSD
  • Sector ETFs
  • Industry ETFs
More about AVSD
Track This Portfolio

Track Trellis Wealth Advisors LLC Portfolio

Follow Trellis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.