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 3,472 shares of AVUV stock, worth $346,748. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,472
Previous 3,242
7.09%
Holding current value
$346,748
Previous $283 Million
11.92%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
924Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.46 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$488 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$352 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$276 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$274 Million0.02% of portfolio