Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $206 Billion
- Q1 2025
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 3,242 shares of AVUV stock, worth $308,022. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,242
Previous 3,064
5.81%
Holding current value
$308,022
Previous $296 Million
4.45%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding AVUV
# of Institutions
873Shares Held
121MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.07 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$417 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$334 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$306 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$258 Million14.28% of portfolio