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 33,411 shares of AVSU stock, worth $2.35 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

33,411

Previous 33,575 0.49%

Holding current value

$2.35 Million

Previous $2.09 Billion 9.47%

% of portfolio

1.0%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$55.22 - $68.6 $9,056 - $11,250	-164 Reduced 0.49%	33,411 $2.29 Billion
Q1 2025 Apr 23, 2025	BUY	$61.4 - $69.08 $184 - $207	3 Added 0.01%	33,575 $2.09 Billion
Q4 2024 Feb 03, 2025	SELL	$64.29 - $69.59 $24,558 - $26,583	-382 Reduced 1.13%	33,572 $2.22 Billion
Q3 2024 Oct 21, 2024	BUY	$59.01 - $65.3 $177 - $195	3 Added 0.01%	33,954 $2.22 Billion
Q2 2024 Jul 30, 2024	BUY	$57.39 - $62.24 $114 - $124	2 Added 0.01%	33,951 $2.1 Billion
Q1 2024 Apr 19, 2024	BUY	$54.96 - $61.43 $109 - $122	2 Added 0.01%	33,949 $2.09 Billion
Q4 2023 Jan 19, 2024	BUY	$47.19 - $56.42 $1.34 Million - $1.6 Million	28,359 Added 507.5%	33,947 $1.91 Billion
Q3 2023 Oct 23, 2023	BUY	$49.19 - $53.54 $274,873 - $299,181	5,588 New	5,588 $277 Million

Others Institutions Holding AVSU

# of Institutions

Shares Held

3.92M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVSU
Sector ETFs
Industry ETFs

More about AVSU

Track This Portfolio

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.

Account

Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History