Trellis Wealth Advisors LLC American Centy ETF Tr Avantis Transaction History
Trellis Wealth Advisors LLC
- $200 Billion
- Q3 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 33,954 shares of AVSU stock, worth $2.26 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
33,954
Previous 33,951
0.01%
Holding current value
$2.26 Million
Previous $2.1 Billion
5.76%
% of portfolio
1.11%
Previous 1.15%
Shares
5 transactions
Others Institutions Holding AVSU
# of Institutions
56Shares Held
2.09MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA389KShares$25.9 Million17.65% of portfolio
-
Merriman Wealth Management, LLC310KShares$20.7 Million0.86% of portfolio
-
Ci Private Wealth, LLC Miami, FL160KShares$10.7 Million0.02% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX156KShares$10.4 Million4.58% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL141KShares$9.38 Million0.17% of portfolio