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 26,228 shares of AVSD stock, worth $1.81 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

26,228

Previous 26,219 0.03%

Holding current value

$1.81 Million

Previous $1.57 Billion 12.66%

% of portfolio

0.77%

Previous 0.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$53.85 - $67.74 $484 - $609	9 Added 0.03%	26,228 $1.77 Billion
Q4 2024 Feb 03, 2025	SELL	$55.57 - $59.89 $15,337 - $16,529	-276 Reduced 1.04%	26,219 $1.46 Billion
Q2 2024 Jul 30, 2024	BUY	$54.31 - $58.32 $488 - $524	9 Added 0.03%	26,495 $1.47 Billion
Q4 2023 Jan 19, 2024	BUY	$46.27 - $54.0 $1.03 Million - $1.2 Million	22,175 Added 514.38%	26,486 $1.43 Billion
Q3 2023 Oct 23, 2023	BUY	$48.7 - $53.0 $209,945 - $228,483	4,311 New	4,311 $211 Million

Others Institutions Holding AVSD

# of Institutions

Shares Held

2.15M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSD
Sector ETFs
Industry ETFs

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Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History