Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $200 Billion
- Q3 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 9,054 shares of AVSE stock, worth $473,343. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,054
Previous 9,054
-0.0%
Holding current value
$473,343
Previous $469 Million
6.9%
% of portfolio
0.25%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding AVSE
# of Institutions
36Shares Held
681KCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL149KShares$7.79 Million0.01% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$5.02 Million0.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL71.9KShares$3.76 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY44.9KShares$2.35 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC40.8KShares$2.13 Million0.0% of portfolio