Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $199 Billion
- Q4 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 3,064 shares of AVUV stock, worth $301,742. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,064Holding current value
$301,742% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
777Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$609 Million0.59% of portfolio
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Lpl Financial LLC Fort Mill, SC3.86MShares$380 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.6MShares$354 Million14.61% of portfolio
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Morgan Stanley New York, NY3.16MShares$311 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$265 Million15.25% of portfolio