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 26,219 shares of AVSD stock, worth $1.58 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
26,219
Previous 26,495
1.04%
Holding current value
$1.58 Million
Previous $1.61 Billion
9.05%
% of portfolio
0.73%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding AVSD
# of Institutions
54Shares Held
1.42MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA276KShares$16.6 Million10.02% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA201KShares$12.1 Million1.19% of portfolio
-
Ci Private Wealth, LLC Miami, FL181KShares$10.9 Million0.02% of portfolio
-
Merriman Wealth Management, LLC68.4KShares$4.11 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$4.02 Million1.94% of portfolio