Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $230 Billion
- Q2 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 265,169 shares of AVDE stock, worth $21 Million. This represents 8.54% of its overall portfolio holdings.
Number of Shares
265,169
Previous 261,669
1.34%
Holding current value
$21 Million
Previous $17.3 Billion
13.17%
% of portfolio
8.54%
Previous 8.42%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
529Shares Held
90.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$374 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$320 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$267 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.81MShares$222 Million17.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$187 Million0.23% of portfolio