Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $182 Billion
- Q2 2024
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 9,054 shares of AVSE stock, worth $507,748. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,054
Previous 9,050
0.04%
Holding current value
$507,748
Previous $444 Million
5.54%
% of portfolio
0.26%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding AVSE
# of Institutions
33Shares Held
616KCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL148KShares$8.32 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$5.38 Million0.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL72.9KShares$4.09 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS31.4KShares$1.76 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC28KShares$1.57 Million0.0% of portfolio