Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $177 Billion
- Q1 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 9,050 shares of AVSE stock, worth $468,337. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,050
Previous 9,050
-0.0%
Holding current value
$468,337
Previous $434 Million
2.3%
% of portfolio
0.25%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding AVSE
# of Institutions
35Shares Held
614KCall Options Held
0Put Options Held
0-
Willow Creek Wealth Management Inc. Sebastopol, CA96KShares$4.97 Million0.59% of portfolio
-
Ci Private Wealth, LLC Miami, FL79.8KShares$4.13 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL70.4KShares$3.64 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY62.6KShares$3.24 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS32.5KShares$1.68 Million0.0% of portfolio