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 8,970 shares of AVSE stock, worth $575,066. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,970
Previous 8,964 0.07%
Holding current value
$575,066
Previous $461 Million 14.19%
% of portfolio
0.23%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
56
Shares Held
1.49M
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
More about AVSE
Track This Portfolio

Track Trellis Wealth Advisors LLC Portfolio

Follow Trellis Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email