Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History

Trellis Wealth Advisors LLC

  • $246 Billion
  • Q3 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 8,923 shares of AVSE stock, worth $584,188. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,923
Previous 8,970 0.52%
Holding current value
$584,188
Previous $526 Million 7.85%
% of portfolio
0.23%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$58.4 - $64.07 $2,744 - $3,011
-47 Reduced 0.52%
8,923 $567 Million
Q2 2025

Jul 21, 2025
BUY
$45.56 - $58.63 $273 - $351
6 Added 0.07%
8,970 $526 Million
Q4 2024

Feb 03, 2025
SELL
$50.47 - $56.52 $4,542 - $5,086
-90 Reduced 0.99%
8,964 $452 Million
Q2 2024

Jul 30, 2024
BUY
$47.58 - $52.85 $190 - $211
4 Added 0.04%
9,054 $469 Million
Q4 2023

Jan 19, 2024
BUY
$43.39 - $48.23 $392,679 - $436,481
9,050 New
9,050 $434 Million

Others Institutions Holding AVSE

# of Institutions
62
Shares Held
1.11M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVSE Quotes by TradingView
  • Ticker AVSE
  • Sector ETFs
  • Industry ETFs
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