Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $206 Billion
- Q1 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 33,575 shares of AVSU stock, worth $2.22 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
33,575
Previous 33,572
0.01%
Holding current value
$2.22 Million
Previous $2.22 Billion
5.68%
% of portfolio
1.02%
Previous 1.12%
Shares
7 transactions
Others Institutions Holding AVSU
# of Institutions
71Shares Held
2.52MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA453KShares$29.9 Million18.17% of portfolio
-
Merriman Wealth Management, LLC319KShares$21.1 Million0.92% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$10.3 Million4.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC138KShares$9.11 Million0.02% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL138KShares$9.1 Million0.11% of portfolio