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 82,997 shares of AVEM stock, worth $6.29 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
82,997
Previous 81,528 1.8%
Holding current value
$6.29 Million
Previous $4.91 Billion 15.96%
% of portfolio
2.48%
Previous 2.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$53.08 - $68.54 $77,974 - $100,685
1,469 Added 1.8%
82,997 $5.69 Billion
Q1 2025

Apr 23, 2025
BUY
$57.11 - $62.4 $95,773 - $104,644
1,677 Added 2.1%
81,528 $4.91 Billion
Q4 2024

Feb 03, 2025
BUY
$58.59 - $66.14 $141,729 - $159,992
2,419 Added 3.12%
79,851 $4.69 Billion
Q3 2024

Oct 21, 2024
BUY
$57.2 - $65.59 $65,951 - $75,625
1,153 Added 1.51%
77,432 $5 Billion
Q2 2024

Jul 30, 2024
SELL
$56.42 - $62.42 $185,339 - $205,049
-3,285 Reduced 4.13%
76,279 $4.66 Billion
Q1 2024

Apr 19, 2024
BUY
$53.02 - $58.54 $11,982 - $13,230
226 Added 0.28%
79,564 $4.61 Billion
Q4 2023

Jan 19, 2024
BUY
$51.0 - $56.39 $282,591 - $312,456
5,541 Added 7.51%
79,338 $4.47 Billion
Q3 2023

Oct 23, 2023
BUY
$52.44 - $57.3 $81,019 - $88,528
1,545 Added 2.14%
73,797 $3.9 Billion
Q2 2023

Aug 10, 2023
BUY
$51.46 - $55.92 $3.72 Million - $4.04 Million
72,252 New
72,252 $3.89 Billion
Q1 2023

Aug 10, 2023
BUY
$50.27 - $56.2 $329,268 - $368,110
6,550 Added 10.31%
70,072 $3.71 Billion
Q4 2022

Aug 10, 2023
SELL
$44.87 - $52.64 $391,715 - $459,547
-8,730 Reduced 12.08%
63,522 $3.2 Billion

Others Institutions Holding AVEM

# of Institutions
640
Shares Held
158M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Trellis Wealth Advisors LLC Portfolio

Follow Trellis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email