Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $177 Billion
- Q1 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 231,439 shares of AVUS stock, worth $21.1 Million. This represents 11.7% of its overall portfolio holdings.
Number of Shares
231,439
Previous 231,274
0.07%
Holding current value
$21.1 Million
Previous $18.9 Billion
9.83%
% of portfolio
11.7%
Previous 10.24%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.6MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$272 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$252 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$236 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$206 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$205 Million1.44% of portfolio